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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.4M 0.05%
9,230
+2,729
277
$1.4M 0.05%
24,888
-655
278
$1.38M 0.05%
7,495
-279
279
$1.34M 0.05%
24,500
+3,737
280
$1.31M 0.05%
53,798
-858
281
$1.31M 0.05%
5,265
-122
282
$1.29M 0.05%
31,286
-8,954
283
$1.29M 0.05%
32,025
+17,410
284
$1.28M 0.05%
20,267
-586
285
$1.27M 0.05%
29,903
-16,507
286
$1.27M 0.05%
18,031
-367
287
$1.27M 0.05%
8,625
+1,388
288
$1.24M 0.04%
7,472
-3,408
289
$1.22M 0.04%
19,479
-734
290
$1.22M 0.04%
24,632
+5,272
291
$1.19M 0.04%
21,713
+14,282
292
$1.19M 0.04%
+4,662
293
$1.19M 0.04%
33,021
-1,368
294
$1.18M 0.04%
65,646
-29,023
295
$1.13M 0.04%
9,347
+4,153
296
$1.12M 0.04%
18,267
-1,166
297
$1.12M 0.04%
7,720
-1,679
298
$1.11M 0.04%
52,668
-5,898
299
$1.11M 0.04%
8,253
-734
300
$1.1M 0.04%
11,119
-808
10 11
12
13 14