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 17.41%
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
1
$75.6M 2.34%
274,334
-11,744
2
$58.4M 1.81%
83,615
-3,723
3
$58.3M 1.81%
133,392
-49,822
4
$54.1M 1.68%
108,815
-1,490
5
$48.7M 1.51%
307,947
-617
6
$45.3M 1.4%
147,147
-4,272
7
$44.5M 1.38%
238,851
-12,176
8
$42.5M 1.32%
187,797
-6,035
9
$41.9M 1.3%
157,136
+13,231
10
$41.6M 1.29%
77,993
-2,803
11
$37.7M 1.17%
81,375
-1,216
12
$37.2M 1.15%
178,135
+47,002
13
$36.4M 1.13%
223,034
-61,801
14
$32.9M 1.02%
70,115
-902
15
$32.5M 1.01%
271,414
-10,891
16
$31.9M 0.99%
175,294
-363
17
$30.1M 0.93%
282,888
+79,543
18
$29.9M 0.93%
103,297
-40,679
19
$29.5M 0.92%
1,020,492
-7,089
20
$29.5M 0.91%
37,460
-963
21
$28.1M 0.87%
36,580
-463
22
$27.9M 0.87%
45,192
+4,096
23
$27.4M 0.85%
183,473
-3,206
24
$26.1M 0.81%
151,910
-1,695
25
$25.7M 0.8%
123,779
-3,008
1
2 3 4 5