MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.13M 0.04%
+3,009
252
$1.13M 0.04%
6,143
-315,551
253
$1.12M 0.04%
7,223
+95
254
$1.08M 0.04%
25,428
+443
255
$1.06M 0.04%
24,557
+1,448
256
$1.03M 0.04%
21,039
+1,981
257
$966K 0.04%
15,157
+400
258
$954K 0.04%
36,290
-14,770
259
$917K 0.03%
18,056
+113
260
$877K 0.03%
3,432
-25,508
261
$871K 0.03%
36,363
-547,198
262
$854K 0.03%
13,999
-86,402
263
$852K 0.03%
6,566
+55
264
$825K 0.03%
4,306
+731
265
$817K 0.03%
3,998
-957
266
$802K 0.03%
6,796
+390
267
$801K 0.03%
16,232
-135,055
268
$794K 0.03%
14,829
+299
269
$793K 0.03%
45,934
+2,920
270
$788K 0.03%
6,974
+170
271
$785K 0.03%
22,805
+1,399
272
$784K 0.03%
4,917
-128,986
273
$784K 0.03%
16,443
+46
274
$783K 0.03%
18,324
+523
275
$770K 0.03%
12,637
-183,476
9 10
11
12 13