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
201
$4.27M 0.13%
149,551
+2,031
202
$4.24M 0.13%
+47,238
203
$4.24M 0.13%
42,017
+2,598
204
$4.22M 0.13%
202,524
-13,670
205
$4.2M 0.13%
95,312
+2,040
206
$4.18M 0.13%
37,439
-2,406
207
$4.15M 0.13%
12,807
-1,546
208
$4.11M 0.13%
40,531
-3,369
209
$4.09M 0.13%
35,076
+4,472
210
$4.08M 0.13%
54,381
-6,353
211
$4.06M 0.13%
21,547
-1,535
212
$4.05M 0.13%
100,412
+2,942
213
$4.03M 0.13%
30,130
+2,730
214
$4.02M 0.12%
77,201
-6,075
215
$3.89M 0.12%
43,212
+2,847
216
$3.87M 0.12%
28,140
-1,090
217
$3.83M 0.12%
104,333
-8,360
218
$3.83M 0.12%
26,758
+2,338
219
$3.83M 0.12%
24,494
+854
220
$3.81M 0.12%
40,823
+7,454
221
$3.74M 0.12%
51,179
-6,893
222
$3.73M 0.12%
60,867
-314
223
$3.71M 0.11%
121,052
+3,667
224
$3.69M 0.11%
32,312
-3,631
225
$3.67M 0.11%
90,381
-5,036
7 8
9
10 11