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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$723K 0.03%
8,351
+511
277
$718K 0.03%
13,127
+270
278
$713K 0.03%
24,833
-1,370
279
$710K 0.03%
5,933
+2,922
280
$705K 0.03%
9,131
-3,506
281
$703K 0.03%
22,432
-373
282
$702K 0.03%
+15,008
283
$697K 0.03%
35,735
-10,199
284
$695K 0.03%
8,302
-442
285
$690K 0.03%
+5,687
286
$688K 0.03%
3,256
+2,279
287
$685K 0.03%
8,628
+495
288
$684K 0.03%
+14,378
289
$682K 0.03%
6,961
+150
290
$672K 0.03%
20,245
-136
291
$670K 0.03%
4,770
-6,464
292
$656K 0.02%
4,442
+774
293
$645K 0.02%
4,438
+2,474
294
$633K 0.02%
1,961
+903
295
$612K 0.02%
5,545
+3,210
296
$612K 0.02%
+14,171
297
$600K 0.02%
+22,593
298
$588K 0.02%
6,795
-10,140
299
$585K 0.02%
8,673
-969
300
$583K 0.02%
5,075
-1,491
10 11
12
13 14