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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.16M 0.04%
8,987
-93,464
252
$1.15M 0.04%
20,853
+3,790
253
$1.15M 0.04%
+20,213
254
$1.14M 0.04%
+5,387
255
$1.14M 0.04%
+19,433
256
$1.14M 0.04%
+31,886
257
$1.13M 0.04%
+37,983
258
$1.13M 0.04%
+11,927
259
$1.11M 0.04%
+50,188
260
$1.11M 0.04%
+54,656
261
$1.09M 0.04%
+14,354
262
$1.03M 0.04%
243,522
+85,106
263
$1.02M 0.04%
19,300
-76,351
264
$984K 0.04%
3,853
+2,077
265
$984K 0.04%
22,610
-1,800
266
$948K 0.04%
+17,701
267
$891K 0.03%
10,329
+3,717
268
$854K 0.03%
7,126
-3,744
269
$852K 0.03%
18,533
+4,362
270
$826K 0.03%
6,501
+840
271
$795K 0.03%
21,250
+10,604
272
$785K 0.03%
19,360
+8,145
273
$784K 0.03%
6,294
+2,104
274
$752K 0.03%
+10,775
275
$748K 0.03%
18,538
-1,416
9 10
11
12 13