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
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280
$675K 0.03%
16,506
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281
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20,381
-4,447
282
$671K 0.03%
8,133
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283
$667K 0.03%
6,811
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284
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12,857
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285
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286
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287
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288
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3,524
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289
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290
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291
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293
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294
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295
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296
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297
$523K 0.02%
12,298
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298
$495K 0.02%
5,695
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299
$482K 0.02%
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300
$464K 0.02%
54,378
+2,673