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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$799K 0.03%
+7,487
302
$795K 0.03%
17,274
-3,117
303
$778K 0.03%
6,803
+413
304
$760K 0.03%
13,825
+1,085
305
$755K 0.02%
4,817
+378
306
$736K 0.02%
4,659
+341
307
$722K 0.02%
38,370
-6,344
308
$708K 0.02%
8,934
+782
309
$700K 0.02%
11,180
+3,080
310
$696K 0.02%
6,935
+611
311
$685K 0.02%
6,664
+2,492
312
$684K 0.02%
1,325
+377
313
$683K 0.02%
4,992
+1,523
314
$675K 0.02%
858
-237
315
$668K 0.02%
13,074
+1,285
316
$655K 0.02%
2,399
+219
317
$652K 0.02%
2,633
+1,119
318
$644K 0.02%
2,440
+198
319
$640K 0.02%
1,273
+403
320
$639K 0.02%
2,590
+987
321
$635K 0.02%
3,015
+125
322
$632K 0.02%
22,276
+596
323
$631K 0.02%
2,294
+1,057
324
$626K 0.02%
1,408
+366
325
$624K 0.02%
3,758
+1,570
11 12
13
14 15