MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$747K 0.03%
8,744
+663
277
$701K 0.03%
26,203
+1,660
278
$696K 0.03%
7,250
+421
279
$691K 0.03%
10,869
+417
280
$675K 0.03%
16,506
+304
281
$675K 0.03%
20,381
-4,447
282
$671K 0.03%
8,133
+628
283
$667K 0.03%
6,811
+222
284
$655K 0.02%
12,857
+818
285
$652K 0.02%
7,840
+118
286
$641K 0.02%
12,010
+440
287
$629K 0.02%
7,792
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288
$627K 0.02%
3,524
+141
289
$615K 0.02%
+4,580
290
$609K 0.02%
9,642
-558
291
$577K 0.02%
+3,668
292
$572K 0.02%
3,924
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293
$564K 0.02%
10,413
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294
$558K 0.02%
5,033
-74,050
295
$542K 0.02%
1,886
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296
$530K 0.02%
5,084
-37,594
297
$523K 0.02%
12,298
+152
298
$495K 0.02%
5,695
+272
299
$482K 0.02%
7,998
+897
300
$464K 0.02%
54,378
+2,673
10 11
12
13 14