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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$744K 0.03%
7,237
+290
277
$739K 0.03%
36,820
+1,085
278
$726K 0.03%
2,770
+75
279
$722K 0.03%
6,733
-480
280
$714K 0.03%
13,465
+338
281
$713K 0.03%
4,560
+125
282
$711K 0.03%
4,059
+86
283
$707K 0.03%
21,819
+14,797
284
$706K 0.03%
25,493
+660
285
$704K 0.03%
+22,167
286
$688K 0.03%
6,677
+4,229
287
$687K 0.03%
23,337
+744
288
$679K 0.03%
8,572
+270
289
$679K 0.03%
6,887
+228
290
$664K 0.03%
13,440
-1,281
291
$663K 0.03%
3,459
+203
292
$660K 0.03%
11,938
+1,677
293
$658K 0.03%
8,969
+341
294
$651K 0.03%
23,418
+986
295
$651K 0.03%
20,245
296
$638K 0.02%
15,465
+457
297
$617K 0.02%
7,301
-655
298
$615K 0.02%
14,615
+8,419
299
$614K 0.02%
11,539
+403
300
$608K 0.02%
6,354
+809
10 11
12
13 14