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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$881K 0.03%
2,635
+29
302
$861K 0.03%
45,792
+5,490
303
$856K 0.03%
20,251
-25
304
$855K 0.03%
4,318
+33
305
$835K 0.03%
1,095
+369
306
$834K 0.03%
12,639
+28
307
$813K 0.03%
6,390
-78
308
$779K 0.03%
21,680
-2,773
309
$758K 0.02%
4,439
+79
310
$754K 0.02%
+2,180
311
$749K 0.02%
12,740
+198
312
$743K 0.02%
3,756
+72
313
$734K 0.02%
8,749
-1,419
314
$689K 0.02%
19,259
+4,711
315
$683K 0.02%
5,846
+1,423
316
$683K 0.02%
8,152
+122
317
$652K 0.02%
8,393
-1
318
$633K 0.02%
11,789
+931
319
$622K 0.02%
6,888
+157
320
$617K 0.02%
6,324
+492
321
$567K 0.02%
2,890
+80
322
$565K 0.02%
2,242
+77
323
$549K 0.02%
24,245
+789
324
$525K 0.02%
15,111
-2,179
325
$487K 0.02%
2,260
+158
11 12
13
14 15