MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.02M 0.08%
37,089
-3,499
227
$1.98M 0.07%
54,623
+2,375
228
$1.95M 0.07%
8,987
-333
229
$1.89M 0.07%
11,327
-564
230
$1.85M 0.07%
17,100
-774
231
$1.83M 0.07%
9,201
-525
232
$1.74M 0.07%
10,019
-281
233
$1.71M 0.06%
+62,281
234
$1.63M 0.06%
144,924
-32,559
235
$1.62M 0.06%
27,929
-459
236
$1.62M 0.06%
70,049
-17,713
237
$1.57M 0.06%
3,337
-80
238
$1.57M 0.06%
+49,981
239
$1.46M 0.05%
141,564
-37,543
240
$1.38M 0.05%
+6,202
241
$1.37M 0.05%
19,672
+366
242
$1.29M 0.05%
+9,850
243
$1.21M 0.05%
30,328
+13,822
244
$1.14M 0.04%
+29,153
245
$1.13M 0.04%
+22,776
246
$1.13M 0.04%
10,870
-6,110
247
$1.12M 0.04%
17,063
-8,734
248
$1.11M 0.04%
26,136
+18,022
249
$1.09M 0.04%
7,628
+3,704
250
$1.03M 0.04%
24,410
+8,440
8 9
10
11 12