MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
+$216M
Cap. Flow %
7.25%
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
$21.8M
4
$14.2M
5
$13M

Sector Composition

1Technology21.39%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.57%
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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