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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.21M 0.07%
+117,068
252
$2.17M 0.07%
46,999
+1,660
253
$2.14M 0.07%
13,050
+11,740
254
$2.07M 0.07%
78,648
+67,896
255
$2.06M 0.07%
12,351
+1,304
256
$2.03M 0.06%
33,685
+5,715
257
$1.87M 0.06%
+175,081
258
$1.81M 0.06%
+4,492
259
$1.79M 0.06%
168,659
-43,877
260
$1.75M 0.06%
23,686
-223
261
$1.74M 0.06%
55,725
-4,689
262
$1.62M 0.05%
13,413
+2,287
263
$1.6M 0.05%
59,256
-433
264
$1.6M 0.05%
28,399
+7,991
265
$1.6M 0.05%
7,253
-103,381
266
$1.55M 0.05%
50,693
-585
267
$1.45M 0.05%
30,211
-343
268
$1.43M 0.05%
29,705
+342
269
$1.37M 0.04%
19,454
-159
270
$1.35M 0.04%
73,229
-7,968
271
$1.34M 0.04%
31,194
-316
272
$1.33M 0.04%
14,816
+2,146
273
$1.33M 0.04%
18,514
-46
274
$1.32M 0.04%
8,567
-14
275
$1.32M 0.04%
11,400
-36
9 10
11
12 13