MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.86M 0.07%
3,417
+290
227
$1.84M 0.07%
38,071
+10,249
228
$1.8M 0.07%
158,572
+8,426
229
$1.77M 0.07%
25,797
+4,410
230
$1.72M 0.06%
179,107
+20,979
231
$1.71M 0.06%
28,681
+12,148
232
$1.7M 0.06%
10,300
+1,295
233
$1.68M 0.06%
16,980
-1,696
234
$1.64M 0.06%
9,726
+4,575
235
$1.63M 0.06%
17,874
+1,993
236
$1.59M 0.06%
11,234
-122,703
237
$1.58M 0.06%
24,960
+8,970
238
$1.5M 0.06%
143,548
+30,618
239
$1.45M 0.05%
17,460
+42
240
$1.44M 0.05%
16,935
-76,102
241
$1.43M 0.05%
12,562
+42
242
$1.4M 0.05%
35,839
-1,255
243
$1.4M 0.05%
19,306
+5,642
244
$1.38M 0.05%
9,819
+1,629
245
$1.32M 0.05%
5,122
-135
246
$1.27M 0.05%
24,973
+818
247
$1.2M 0.05%
16,644
-4,926
248
$1.17M 0.04%
10,073
+65
249
$1.15M 0.04%
24,449
-10,139
250
$1.15M 0.04%
18,340
-204,272
8 9
10
11 12