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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$602K 0.02%
+10,893
302
$600K 0.02%
1,855
-106
303
$571K 0.02%
7,724
+4,668
304
$569K 0.02%
4,632
+190
305
$568K 0.02%
15,349
+971
306
$566K 0.02%
5,190
+3,227
307
$552K 0.02%
5,194
+119
308
$551K 0.02%
+18,198
309
$526K 0.02%
7,307
+346
310
$522K 0.02%
7,287
+3,468
311
$516K 0.02%
6,017
-13,655
312
$458K 0.02%
10,626
+4,361
313
$442K 0.02%
40,044
+13,070
314
$439K 0.02%
4,130
+753
315
$438K 0.02%
13,566
+2,468
316
$410K 0.02%
16,917
-2,260
317
$340K 0.01%
+12,400
318
$340K 0.01%
+11,876
319
$338K 0.01%
7,431
-1,980
320
$337K 0.01%
2,085
-28
321
$336K 0.01%
3,723
-860
322
$322K 0.01%
1,887
-284
323
$314K 0.01%
2,859
-541
324
$306K 0.01%
+3,317
325
$297K 0.01%
2,667
-359
11 12
13
14 15