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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.08M 0.07%
+114,759
252
$1.86M 0.07%
30,499
-13,730
253
$1.81M 0.06%
47,952
+26,133
254
$1.8M 0.06%
11,873
+5,196
255
$1.78M 0.06%
22,588
+11,813
256
$1.77M 0.06%
17,180
+9,456
257
$1.74M 0.06%
13,470
+8,280
258
$1.73M 0.06%
+19,177
259
$1.73M 0.06%
25,747
-290,668
260
$1.7M 0.06%
28,294
+17,401
261
$1.65M 0.06%
16,345
-26,922
262
$1.65M 0.06%
+19,710
263
$1.62M 0.06%
+63,323
264
$1.59M 0.06%
54,260
-54,483
265
$1.58M 0.06%
29,032
-50,364
266
$1.57M 0.06%
322,406
+78,884
267
$1.57M 0.06%
33,954
-2,173
268
$1.54M 0.05%
+10,823
269
$1.54M 0.05%
34,936
+13,686
270
$1.53M 0.05%
+38,866
271
$1.49M 0.05%
24,204
+5,671
272
$1.46M 0.05%
24,513
+4,097
273
$1.45M 0.05%
107,412
-23,662
274
$1.43M 0.05%
17,558
+113
275
$1.42M 0.05%
14,052
-302
9 10
11
12 13