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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.76M 0.1%
+15,585
227
$2.7M 0.1%
9,000
-130
228
$2.67M 0.1%
26,251
+22,934
229
$2.67M 0.1%
+9,718
230
$2.67M 0.1%
14,016
-1,598
231
$2.61M 0.09%
40,106
-73,915
232
$2.59M 0.09%
12,317
+4,611
233
$2.49M 0.09%
33,521
-3,741
234
$2.49M 0.09%
43,288
+2,345
235
$2.49M 0.09%
+701
236
$2.48M 0.09%
30,822
+743
237
$2.44M 0.09%
+41,488
238
$2.35M 0.08%
10,811
+925
239
$2.34M 0.08%
39,640
-18,703
240
$2.3M 0.08%
8,143
+4,290
241
$2.3M 0.08%
22,953
-17,854
242
$2.29M 0.08%
200,160
-2,230
243
$2.29M 0.08%
36,539
-2,570
244
$2.23M 0.08%
52,427
-5,401
245
$2.18M 0.08%
60,199
+1,243
246
$2.17M 0.08%
51,167
+1,696
247
$2.15M 0.08%
63,445
+2,788
248
$2.15M 0.08%
42,736
+23,436
249
$2.13M 0.08%
22,762
+1,683
250
$2.11M 0.08%
+43,091
8 9
10
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