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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.2M 0.07%
50,548
+18,523
252
$2.18M 0.07%
26,338
+1,838
253
$2.16M 0.07%
13,819
+2,996
254
$2.13M 0.07%
54,484
+3,317
255
$2.11M 0.07%
22,598
+3,421
256
$2M 0.06%
6,670
-13,916
257
$1.8M 0.06%
9,994
+1,369
258
$1.76M 0.06%
5,483
+821
259
$1.74M 0.06%
289,021
-33,385
260
$1.71M 0.06%
37,142
-129,595
261
$1.65M 0.05%
62,032
-1,291
262
$1.63M 0.05%
26,834
-3,665
263
$1.6M 0.05%
35,174
+5,966
264
$1.58M 0.05%
18,310
+752
265
$1.54M 0.05%
32,372
-20,055
266
$1.53M 0.05%
+74,102
267
$1.52M 0.05%
+10,661
268
$1.51M 0.05%
+61,877
269
$1.51M 0.05%
24,888
-859
270
$1.5M 0.05%
38,906
+40
271
$1.48M 0.05%
32,633
-1,321
272
$1.46M 0.05%
16,851
+14,245
273
$1.44M 0.05%
22,192
-2,321
274
$1.4M 0.05%
8,282
-56,705
275
$1.39M 0.05%
94,190
-13,222
9 10
11
12 13