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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.27M 0.04%
+17,357
277
$1.25M 0.04%
16,039
-1,558
278
$1.24M 0.04%
+23,789
279
$1.24M 0.04%
245,910
-18,293
280
$1.24M 0.04%
32,513
-2,355
281
$1.23M 0.04%
2,538
-18,904
282
$1.23M 0.04%
36,363
-1,321
283
$1.22M 0.04%
69,739
-2,383
284
$1.22M 0.04%
4,369
+1,807
285
$1.21M 0.04%
22,327
-1,541
286
$1.19M 0.04%
16,259
+3,349
287
$1.19M 0.04%
1,120
-54
288
$1.18M 0.04%
17,671
-50
289
$1.17M 0.04%
+40,218
290
$1.13M 0.04%
13,628
-65
291
$1.12M 0.04%
19,015
-68
292
$1.07M 0.03%
51,040
+12,025
293
$1.07M 0.03%
+10,733
294
$1.06M 0.03%
7,954
-76
295
$1.03M 0.03%
6,448
-9
296
$990K 0.03%
20,044
-2,018
297
$980K 0.03%
8,334
-910
298
$949K 0.03%
34,475
+274
299
$948K 0.03%
7,190
-649
300
$944K 0.03%
13,284
+69
10 11
12
13 14