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
-832
309
$401K 0.02%
2,772
-2,126
310
$401K 0.02%
8,108
+508
311
$398K 0.02%
8,114
+525
312
$380K 0.01%
4,858
-70,650
313
$365K 0.01%
14,301
-27,779
314
$362K 0.01%
5,226
-914
315
$356K 0.01%
3,320
-1,972
316
$352K 0.01%
3,982
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317
$351K 0.01%
4,225
-1,184
318
$346K 0.01%
+1,058
319
$332K 0.01%
3,386
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320
$328K 0.01%
+5,289
321
$327K 0.01%
11,935
-49,274
322
$326K 0.01%
3,093
-11,950
323
$326K 0.01%
+10,430
324
$321K 0.01%
3,889
-1,657
325
$321K 0.01%
+9,532
11 12
13
14 15