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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.84M 0.09%
109,521
-4,188
227
$2.83M 0.09%
37,291
+205
228
$2.78M 0.09%
75,328
+1,256
229
$2.77M 0.09%
25,735
+212
230
$2.73M 0.09%
+178,022
231
$2.71M 0.09%
13,320
+56
232
$2.67M 0.09%
67,939
+3,327
233
$2.65M 0.09%
58,259
+7,711
234
$2.48M 0.08%
13,153
-43,945
235
$2.45M 0.08%
38,434
+1,712
236
$2.42M 0.08%
44,130
+1,014
237
$2.42M 0.08%
33,642
+711
238
$2.42M 0.08%
35,280
+4,876
239
$2.39M 0.08%
58,019
+1,136
240
$2.37M 0.08%
65,545
+669
241
$2.36M 0.08%
23,590
+316
242
$2.34M 0.08%
6,118
+635
243
$2.34M 0.08%
41,451
+740
244
$2.32M 0.08%
47,095
-30,031
245
$2.27M 0.07%
21,762
-836
246
$2.24M 0.07%
68,171
+1,189
247
$2.05M 0.07%
18,977
+667
248
$2.03M 0.07%
13,394
-425
249
$2.02M 0.07%
56,279
+1,795
250
$1.97M 0.06%
27,099
-2,348
8 9
10
11 12