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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.53M 0.05%
23,868
-1,196
277
$1.52M 0.05%
28,454
-2,177
278
$1.51M 0.05%
51,278
+148
279
$1.48M 0.05%
19,613
+12
280
$1.47M 0.05%
37,684
+122
281
$1.42M 0.04%
17,597
-950
282
$1.41M 0.04%
11,436
+48
283
$1.38M 0.04%
29,363
-803
284
$1.38M 0.04%
18,560
+107
285
$1.36M 0.04%
8,581
+45
286
$1.35M 0.04%
13,011
+1,687
287
$1.33M 0.04%
13,045
-22,962
288
$1.28M 0.04%
19,083
+136
289
$1.27M 0.04%
72,122
+295
290
$1.26M 0.04%
17,721
+143
291
$1.25M 0.04%
20,408
-1,176
292
$1.21M 0.04%
6,457
+46
293
$1.15M 0.04%
9,244
-632
294
$1.14M 0.04%
22,682
+67
295
$1.14M 0.04%
22,062
-1,382
296
$1.1M 0.03%
7,839
-480
297
$1.05M 0.03%
1,174
+316
298
$1.04M 0.03%
39,015
-2,611
299
$1.02M 0.03%
20,801
-575
300
$980K 0.03%
13,693
-900
10 11
12
13 14