MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$14.6M
4
COF icon
Capital One
COF
+$14.6M
5
CVX icon
Chevron
CVX
+$13.6M

Top Sells

1
+$19.7M
2
+$18.8M
3
+$15.3M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
Evercore
EVR
+$14.4M

Sector Composition

1 Technology 23.25%
2 Industrials 17.42%
3 Financials 14.74%
4 Consumer Discretionary 9.96%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.95M 0.25%
171,268
+88,941
127
$7.82M 0.24%
89,449
-5,207
128
$7.71M 0.24%
267,477
+6,635
129
$7.66M 0.24%
9,829
+376
130
$7.65M 0.24%
44,350
+922
131
$7.57M 0.23%
36,882
+2,669
132
$7.56M 0.23%
+19,432
133
$7.55M 0.23%
134,683
-3,782
134
$7.4M 0.23%
156,272
-2,943
135
$7.05M 0.22%
90,373
-7,123
136
$6.95M 0.22%
82,007
+1,657
137
$6.93M 0.21%
+76,069
138
$6.73M 0.21%
121,980
-111
139
$6.63M 0.21%
184,294
-14,599
140
$6.62M 0.21%
22,203
-2,300
141
$6.42M 0.2%
+40,315
142
$6.39M 0.2%
16,143
-105
143
$6.37M 0.2%
46,947
-1,637
144
$6.34M 0.2%
27,183
-2,055
145
$6.31M 0.2%
21,918
-346
146
$6.29M 0.19%
92,365
-252
147
$6.26M 0.19%
139,099
-10,276
148
$6.17M 0.19%
43,347
-73,857
149
$6.12M 0.19%
127,299
+4,262
150
$6.12M 0.19%
+110,374
4 5
6
7 8