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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.04M 0.04%
42,853
-18,527
302
$1.03M 0.04%
29,208
+5,871
303
$1.02M 0.04%
9,240
-2,616
304
$986K 0.04%
3,782
+323
305
$968K 0.03%
6,713
-2,363
306
$945K 0.03%
2,450
+595
307
$943K 0.03%
+5,973
308
$923K 0.03%
+11,931
309
$894K 0.03%
8,231
+1,877
310
$852K 0.03%
20,276
-1,891
311
$850K 0.03%
24,453
-18,729
312
$838K 0.03%
34,120
-2,700
313
$797K 0.03%
12,611
-854
314
$751K 0.03%
6,468
-658
315
$746K 0.03%
4,285
-275
316
$731K 0.03%
3,684
-375
317
$729K 0.03%
2,606
-164
318
$723K 0.03%
+4,375
319
$720K 0.03%
10,168
-1,770
320
$711K 0.03%
20,390
+145
321
$705K 0.03%
16,045
-1,656
322
$692K 0.02%
8,030
-542
323
$667K 0.02%
8,394
-575
324
$643K 0.02%
21,815
-1,603
325
$628K 0.02%
12,542
-898
11 12
13
14 15