MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1 +$28M
2 +$22.8M
3 +$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1 +$111M
2 +$101M
3 +$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$451K 0.02%
5,755
-1,727
302
$448K 0.02%
1,604
-384
303
$446K 0.02%
1,403
-50,377
304
$444K 0.02%
15,970
-6,840
305
$438K 0.02%
+607
306
$432K 0.02%
+5,667
307
$419K 0.02%
+10,062
308
$411K 0.02%
3,632
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309
$401K 0.02%
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310
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8,108
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311
$398K 0.02%
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312
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4,858
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313
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314
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5,226
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315
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316
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317
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4,225
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318
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319
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3,386
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320
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321
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11,935
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322
$326K 0.01%
3,093
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323
$326K 0.01%
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324
$321K 0.01%
3,889
-1,657
325
$321K 0.01%
+9,532