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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.39M 0.07%
+109,388
252
$2.36M 0.07%
19,112
+135
253
$2.27M 0.07%
13,407
+13
254
$2.16M 0.07%
45,137
-1,958
255
$2.1M 0.06%
27,970
+871
256
$2.06M 0.06%
60,414
+135
257
$2.04M 0.06%
68,573
+634
258
$1.96M 0.06%
50,901
-5,378
259
$1.89M 0.06%
26,660
+900
260
$1.88M 0.06%
+11,047
261
$1.84M 0.06%
59,689
-112
262
$1.83M 0.06%
21,071
-2,519
263
$1.83M 0.06%
11,126
-667
264
$1.77M 0.05%
127,997
-394,334
265
$1.74M 0.05%
34,868
-1,872
266
$1.73M 0.05%
23,909
-22
267
$1.7M 0.05%
31,510
-38
268
$1.68M 0.05%
88,266
-124,780
269
$1.65M 0.05%
9,500
-485
270
$1.64M 0.05%
9,636
+742
271
$1.62M 0.05%
81,197
-4,928
272
$1.61M 0.05%
264,203
-15,135
273
$1.6M 0.05%
11,867
-931
274
$1.59M 0.05%
16,336
-963
275
$1.57M 0.05%
30,554
+71
9 10
11
12 13