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
$3.44M0.12%93,272
+65,186
+232%
+$2.41M
$3.38M0.11%6,936
+368
+6%
+$179K
$3.33M0.11%117,385
+1,570
+1%
+$44.5K
$3.29M0.11%123,621
+102,495
+485%
+$2.73M
$3.29M0.11%78,607
-228,523
-74%
-$9.55M
$3.29M0.11%21,252
-145,024
-87%
-$22.4M
$3.19M0.11%13,089
+1,463
+13%
+$357K
$3.12M0.1%20,438
+999
+5%
+$153K
$3.12M0.1%36,684
+3,776
+11%
+$321K
$3.09M0.1%99,036
-15,519
-14%
-$485K
$3.09M0.1%24,420
-1,277
-5%
-$162K
$2.98M0.1%163,052
-3,193
-2%
-$58.3K
$2.96M0.1%16,784
-217
-1%
-$38.3K
$2.93M0.1%82,327
+3,679
+5%
+$131K
$2.91M0.1%265,516 New
+$2.91M
$2.84M0.1%69,648
-1,693
-2%
-$69K
$2.79M0.09%16,632 New
+$2.79M
$2.77M0.09%88,991 New
+$2.77M
$2.75M0.09%7,491 New
+$2.75M
$2.73M0.09%31,474
-15,222
-33%
-$1.32M
$2.72M0.09%35,861
+925
+3%
+$70.2K
$2.68M0.09%41,868 New
+$2.68M
$2.68M0.09%87,328
-321
-0.4%
-$9.86K
$2.64M0.09%60,311 New
+$2.64M
$2.63M0.09%45,487
-3,233
-7%
-$187K
1 8910111220