MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
+$216M
Cap. Flow %
7.25%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$21.8M
4
$14.2M
5
$13M

Sector Composition

1Technology21.39%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.57%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.56M0.09%2,740
-111
-4%
-$104K
$2.54M0.09%34,425 New
+$2.54M
$2.53M0.08%32,544 New
+$2.53M
$2.52M0.08%61,861
+16,064
+35%
+$654K
$2.43M0.08%33,369
-316
-0.9%
-$23K
$2.41M0.08%132,177 New
+$2.41M
$2.39M0.08%44,056 New
+$2.39M
$2.31M0.08%9,639 New
+$2.31M
$2.27M0.08%79,926
-3,486
-4%
-$98.9K
$2.22M0.07%46,131
-2,529
-5%
-$122K
$2.2M0.07%40,009
-2,432
-6%
-$134K
$2.19M0.07%28,683 New
+$2.19M
$2.18M0.07%13,145
-116
-0.9%
-$19.3K
$2.16M0.07%55,311
-2,390
-4%
-$93.4K
$2.14M0.07%17,602 New
+$2.14M
$2.12M0.07%27,299
-1,100
-4%
-$85.4K
$2M0.07%48,636
+4,915
+11%
+$202K
$1.98M0.07%6,621
-31,422
-83%
-$9.4M
$1.97M0.07%52,179
+5,180
+11%
+$196K
$1.91M0.06%97,727 New
+$1.91M
$1.89M0.06%55,559 New
+$1.89M
$1.89M0.06%70,993
+8,362
+13%
+$222K
$1.85M0.06%69,257
-3,972
-5%
-$106K
$1.8M0.06%55,047
-678
-1%
-$22.1K
$1.76M0.06%16,269
+230
+1%
+$24.9K
1 91011121320