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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.6M 0.06%
9,399
+3,197
227
$1.6M 0.06%
61,380
+20,805
228
$1.58M 0.06%
11,856
+4,228
229
$1.56M 0.06%
20,711
-105,869
230
$1.54M 0.06%
7,706
+2,614
231
$1.49M 0.06%
23,994
+11,678
232
$1.49M 0.06%
40,240
+14,104
233
$1.49M 0.06%
131,074
+47,946
234
$1.47M 0.06%
+17,445
235
$1.45M 0.06%
108,038
-1,214,760
236
$1.42M 0.05%
18,756
-35,560
237
$1.39M 0.05%
9,076
+3,247
238
$1.38M 0.05%
36,127
+29,176
239
$1.36M 0.05%
58,566
-42,745
240
$1.32M 0.05%
20,416
+7,507
241
$1.32M 0.05%
43,182
+16,039
242
$1.29M 0.05%
7,774
-2,245
243
$1.26M 0.05%
+25,543
244
$1.25M 0.05%
+61,062
245
$1.24M 0.05%
+25,985
246
$1.23M 0.05%
+34,794
247
$1.21M 0.05%
+50,770
248
$1.19M 0.05%
20,763
-2,013
249
$1.17M 0.05%
+18,398
250
$1.16M 0.04%
+34,389
8 9
10
11 12