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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$992K 0.04%
7,606
-2,213
252
$991K 0.04%
+83,128
253
$943K 0.04%
5,092
+786
254
$910K 0.03%
+27,143
255
$879K 0.03%
+40,575
256
$859K 0.03%
19,954
-4,603
257
$812K 0.03%
9,258
+3,591
258
$792K 0.03%
+5,829
259
$791K 0.03%
6,947
+3,561
260
$786K 0.03%
7,956
+706
261
$786K 0.03%
7,213
+239
262
$775K 0.03%
14,721
-6,318
263
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264
$769K 0.03%
10,261
-152
265
$766K 0.03%
+2,670
266
$765K 0.03%
13,557
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267
$759K 0.03%
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268
$759K 0.03%
11,136
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269
$738K 0.03%
5,661
+3,024
270
$737K 0.03%
6,659
-137
271
$732K 0.03%
3,535
-463
272
$732K 0.03%
2,695
-2,427
273
$728K 0.03%
+12,316
274
$727K 0.03%
4,435
-2,788
275
$727K 0.03%
+158,416
9 10
11
12 13