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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$570K 0.02%
+4,190
302
$553K 0.02%
+6,612
303
$512K 0.02%
8,494
-5,505
304
$501K 0.02%
3,718
-1,199
305
$500K 0.02%
+19,177
306
$485K 0.02%
+11,215
307
$470K 0.02%
9,411
-15,562
308
$469K 0.02%
4,303
-730
309
$446K 0.02%
+1,776
310
$444K 0.02%
7,091
-11,249
311
$418K 0.02%
+10,646
312
$417K 0.02%
+2,171
313
$410K 0.02%
1,262
+14
314
$410K 0.02%
+2,113
315
$391K 0.01%
8,096
-1,966
316
$388K 0.01%
+3,400
317
$386K 0.01%
1,306
-97
318
$386K 0.01%
7,478
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319
$386K 0.01%
+3,427
320
$386K 0.01%
2,096
+358
321
$383K 0.01%
489
-118
322
$380K 0.01%
+15,286
323
$377K 0.01%
+17,087
324
$375K 0.01%
11,098
+1,566
325
$373K 0.01%
3,377
+480
11 12
13
14 15