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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.98M 0.1%
+29,004
227
$2.98M 0.1%
72,427
+1,870
228
$2.97M 0.09%
29,083
+1,607
229
$2.89M 0.09%
71,341
-395
230
$2.89M 0.09%
45,797
+10,682
231
$2.85M 0.09%
115,815
-74,858
232
$2.76M 0.09%
19,439
+327
233
$2.76M 0.09%
87,649
-45,149
234
$2.65M 0.08%
62,631
-964
235
$2.61M 0.08%
34,936
-1,514
236
$2.61M 0.08%
41,850
+2,684
237
$2.59M 0.08%
+42,441
238
$2.55M 0.08%
+48,660
239
$2.54M 0.08%
28,510
+1,850
240
$2.48M 0.08%
57,701
-1,560
241
$2.47M 0.08%
+11,626
242
$2.46M 0.08%
13,148
+89
243
$2.45M 0.08%
+32,908
244
$2.36M 0.08%
180,446
-4,635
245
$2.29M 0.07%
+83,412
246
$2.28M 0.07%
13,261
-146
247
$2.28M 0.07%
71,860
-4,534
248
$2.25M 0.07%
112,789
-3,541
249
$2.25M 0.07%
43,721
-1,416
250
$2.21M 0.07%
141,597
-5,487
8 9
10
11 12