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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$924K 0.03%
4,016
-4
302
$921K 0.03%
2,908
+468
303
$911K 0.03%
34,201
-1,151
304
$888K 0.03%
6,429
-325
305
$860K 0.03%
419
+140
306
$859K 0.03%
1,749
+341
307
$853K 0.03%
9,011
-648
308
$851K 0.03%
17,691
-1,033
309
$845K 0.03%
+5,838
310
$842K 0.03%
13,215
-219
311
$827K 0.03%
6,824
-111
312
$808K 0.02%
5,029
+37
313
$807K 0.02%
2,789
-38
314
$803K 0.02%
7,738
+2,684
315
$801K 0.02%
5,900
-369
316
$791K 0.02%
277,698
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317
$789K 0.02%
25,647
-1,540
318
$787K 0.02%
12,670
+4,692
319
$786K 0.02%
2,349
-50
320
$784K 0.02%
8,030
+1,640
321
$784K 0.02%
15,497
+5,594
322
$777K 0.02%
29,946
+11,119
323
$767K 0.02%
12,910
-164
324
$764K 0.02%
1,777
+452
325
$750K 0.02%
5,227
+979
11 12
13
14 15