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
176
$5.27M 0.16%
+41,544
177
$5.22M 0.16%
40,527
-37,674
178
$5.22M 0.16%
72,594
-3,466
179
$5.18M 0.16%
73,247
+8,693
180
$5.18M 0.16%
105,208
+40
181
$5.14M 0.16%
672,124
+10,777
182
$5.05M 0.16%
63,007
+2,731
183
$5.05M 0.16%
25,650
+9,018
184
$4.86M 0.15%
70,582
+1,880
185
$4.78M 0.15%
+39,006
186
$4.78M 0.15%
30,748
+577
187
$4.74M 0.15%
345,664
+5,224
188
$4.72M 0.15%
160,662
+3,849
189
$4.71M 0.15%
5,875
+258
190
$4.7M 0.15%
57,776
-196,544
191
$4.69M 0.15%
310,086
+8,511
192
$4.66M 0.14%
14,854
-2,074
193
$4.59M 0.14%
49,510
+1,058
194
$4.58M 0.14%
19,239
+73
195
$4.58M 0.14%
37,054
+31,771
196
$4.55M 0.14%
1,886,937
+23,611
197
$4.42M 0.14%
131,489
+2,117
198
$4.4M 0.14%
128,498
-10,150
199
$4.35M 0.13%
164,167
+14,435
200
$4.34M 0.13%
+34,049
6 7
8
9 10