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
151
$6.07M 0.19%
20,597
+1,096
152
$6M 0.19%
97,754
+3,182
153
$5.98M 0.19%
+25,176
154
$5.94M 0.18%
160,453
-13,077
155
$5.93M 0.18%
43,795
-3,101
156
$5.86M 0.18%
+65,801
157
$5.82M 0.18%
99,806
+4,300
158
$5.82M 0.18%
26,729
-1,295
159
$5.82M 0.18%
563,171
+23,598
160
$5.69M 0.18%
18,708
+81
161
$5.66M 0.18%
+32,248
162
$5.63M 0.17%
12,043
-3,335
163
$5.62M 0.17%
853,103
+4,634
164
$5.61M 0.17%
17,187
-1,323
165
$5.61M 0.17%
10,988
+22
166
$5.6M 0.17%
56,381
-4,374
167
$5.55M 0.17%
20,346
-3,056
168
$5.48M 0.17%
438,047
+32,485
169
$5.45M 0.17%
68,518
-3,303
170
$5.41M 0.17%
17,526
+4,255
171
$5.38M 0.17%
109,657
+226
172
$5.32M 0.16%
23,261
-201
173
$5.3M 0.16%
+148,409
174
$5.29M 0.16%
50,783
-3,571
175
$5.28M 0.16%
17,225
-1,913
5 6
7
8 9