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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.91M 0.06%
11,793
+1,799
252
$1.79M 0.06%
93,236
+2,805
253
$1.79M 0.06%
36,740
+10,319
254
$1.77M 0.06%
8,894
+612
255
$1.74M 0.06%
25,760
-185,550
256
$1.67M 0.06%
60,279
-1,753
257
$1.58M 0.05%
41,266
+6,092
258
$1.57M 0.05%
25,064
-1,770
259
$1.5M 0.05%
59,801
-2,076
260
$1.49M 0.05%
+11,324
261
$1.49M 0.05%
23,931
-957
262
$1.48M 0.05%
23,444
+1,252
263
$1.48M 0.05%
9,985
-676
264
$1.46M 0.05%
279,338
-9,683
265
$1.45M 0.05%
17,299
+448
266
$1.45M 0.05%
30,166
-2,206
267
$1.43M 0.05%
31,548
-1,085
268
$1.4M 0.05%
12,798
-476
269
$1.38M 0.05%
30,483
-6,659
270
$1.35M 0.04%
37,562
-1,344
271
$1.35M 0.04%
86,125
-8,065
272
$1.34M 0.04%
20,718
+4,355
273
$1.29M 0.04%
71,827
-2,275
274
$1.28M 0.04%
30,631
+1,463
275
$1.28M 0.04%
18,453
-682
9 10
11
12 13