MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$61.7M2.08% 183,214
-3,879
-2%
-$1.31M
$53.1M1.78% 87,338
-3,273
-4%
-$1.99M
$47.9M1.61% 286,078
+21,093
+8%
+$3.53M
$45M1.51% 284,835
-28,118
-9%
-$4.45M
$41.4M1.39% 110,305
+3,789
+4%
+$1.42M
$40.7M1.37% 143,905
+67,455
+88%
+$19.1M
$39.1M1.32% 80,796
-621
-0.8%
-$301K
$38.5M1.29% 151,419
-5,527
-4%
-$1.41M
$36.9M1.24% 82,591
-22,535
-21%
-$10.1M
$36.2M1.22% 282,305
-1,012
-0.4%
-$130K
$35.3M1.19% 143,976
-88,869
-38%
-$21.8M
$33.4M1.12% 308,564
+55,408
+22%
+$6.01M
$33.1M1.11% 71,017
-1,443
-2%
-$672K
$32.6M1.09% 251,027
+14,032
+6%
+$1.82M
$32.2M1.08% 193,832
+8,013
+4%
+$1.33M
$30.4M1.02% 175,657
-3,838
-2%
-$665K
$29.1M0.98% 1,027,581
-23,205
-2%
-$656K
$28.5M0.96% 131,133
-3,481
-3%
-$756K
$27.5M0.93% 62,908
-1,453
-2%
-$636K
$26.9M0.91% 242,353
-3,970
-2%
-$441K
$26.1M0.88% 186,679
-4,874
-3%
-$681K
$24.4M0.82% 159,741
-8,766
-5%
-$1.34M
$23.6M0.79% 38,423
-631
-2%
-$387K
$23.4M0.79% 95,962
+41,245
+75%
+$10.1M
$23M0.77% 41,096
-14,023
-25%
-$7.84M
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