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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.38M 0.04%
16,363
+4,432
277
$1.37M 0.04%
13,274
-778
278
$1.3M 0.04%
19,545
+66
279
$1.27M 0.04%
52,889
-909
280
$1.24M 0.04%
26,421
-3,482
281
$1.21M 0.04%
19,135
+868
282
$1.19M 0.04%
6,642
-853
283
$1.17M 0.04%
18,231
+200
284
$1.17M 0.04%
20,391
+4,346
285
$1.17M 0.04%
23,221
-1,667
286
$1.16M 0.04%
20,383
+116
287
$1.16M 0.04%
8,844
+591
288
$1.16M 0.04%
11,797
+678
289
$1.15M 0.04%
19,249
-2,464
290
$1.07M 0.03%
6,636
-836
291
$1.06M 0.03%
8,897
-343
292
$1.05M 0.03%
29,168
-2,118
293
$1.04M 0.03%
22,039
-2,593
294
$1.03M 0.03%
8,445
-902
295
$1.02M 0.03%
+237,628
296
$994K 0.03%
7,546
-174
297
$926K 0.03%
38,169
-4,684
298
$920K 0.03%
6,026
-687
299
$893K 0.03%
44,714
-7,954
300
$890K 0.03%
33,990
-130
10 11
12
13 14