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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.24M 0.04%
11,388
-409
277
$1.22M 0.04%
8,536
-308
278
$1.21M 0.04%
19,601
-782
279
$1.21M 0.04%
18,547
-702
280
$1.18M 0.04%
51,130
-1,759
281
$1.17M 0.04%
9,876
+979
282
$1.14M 0.04%
17,578
-653
283
$1.13M 0.04%
21,584
-455
284
$1.12M 0.04%
18,947
-598
285
$1.09M 0.04%
6,411
-231
286
$1.04M 0.03%
8,319
-126
287
$1.03M 0.03%
6,754
+118
288
$1.01M 0.03%
22,615
-606
289
$999K 0.03%
14,593
-71,577
290
$976K 0.03%
290,399
+52,771
291
$975K 0.03%
35,352
+1,362
292
$953K 0.03%
18,724
-48,040
293
$925K 0.03%
6,269
+243
294
$923K 0.03%
9,659
+2,113
295
$921K 0.03%
41,626
+3,457
296
$918K 0.03%
4,020
+264
297
$912K 0.03%
+27,187
298
$904K 0.03%
21,376
+1,125
299
$853K 0.03%
13,434
+795
300
$807K 0.03%
2,827
+192
10 11
12
13 14