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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.9M 0.09%
37,086
-46,892
227
$2.9M 0.09%
13,264
+365
228
$2.87M 0.09%
20,851
+8,978
229
$2.86M 0.09%
5,103
-7,838
230
$2.84M 0.09%
23,209
-1,926
231
$2.79M 0.09%
64,612
+75
232
$2.78M 0.09%
43,116
-172
233
$2.73M 0.09%
64,876
+4,677
234
$2.7M 0.09%
14,552
-1,033
235
$2.69M 0.09%
741
+40
236
$2.67M 0.09%
+89,240
237
$2.67M 0.09%
46,122
+3,031
238
$2.66M 0.09%
40,711
+1,002
239
$2.66M 0.09%
21,070
+7,600
240
$2.62M 0.08%
23,274
+321
241
$2.6M 0.08%
56,883
+21,947
242
$2.6M 0.08%
+31,018
243
$2.59M 0.08%
+90,431
244
$2.57M 0.08%
124,191
+9,432
245
$2.42M 0.08%
66,982
+3,537
246
$2.32M 0.08%
32,931
+2,109
247
$2.27M 0.07%
29,447
+5,243
248
$2.26M 0.07%
12,505
+3,275
249
$2.25M 0.07%
36,722
-2,918
250
$2.24M 0.07%
30,404
+10,694
8 9
10
11 12