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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.99M 0.09%
106,107
-3,414
227
$2.98M 0.09%
5,356
+90
228
$2.96M 0.09%
36,450
-841
229
$2.95M 0.09%
71,736
-1,762
230
$2.89M 0.09%
+108,590
231
$2.87M 0.09%
+100,495
232
$2.87M 0.09%
12,838
-482
233
$2.85M 0.09%
+27,476
234
$2.81M 0.09%
39,166
+732
235
$2.81M 0.09%
+99,977
236
$2.77M 0.09%
21,636
-126
237
$2.7M 0.08%
92,881
-92,179
238
$2.65M 0.08%
+76,394
239
$2.64M 0.08%
+83,734
240
$2.59M 0.08%
70,557
+2,386
241
$2.58M 0.08%
+147,084
242
$2.57M 0.08%
59,261
+1,242
243
$2.55M 0.08%
35,115
-165
244
$2.54M 0.08%
25,748
+13
245
$2.54M 0.08%
+212,536
246
$2.52M 0.08%
+185,081
247
$2.51M 0.08%
13,059
-94
248
$2.41M 0.07%
+116,330
249
$2.4M 0.07%
38,205
-128,902
250
$2.4M 0.07%
45,339
+1,209
8 9
10
11 12