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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$935K 0.03%
28,086
-1,860
302
$930K 0.03%
+13,491
303
$930K 0.03%
24,980
-3,474
304
$928K 0.03%
1,778
+29
305
$917K 0.03%
8,822
+187
306
$898K 0.03%
21,126
+325
307
$889K 0.03%
2,722
-85
308
$879K 0.03%
4,135
+119
309
$864K 0.03%
1,240
-45
310
$856K 0.03%
23,800
-1,847
311
$841K 0.03%
21,752
-930
312
$818K 0.03%
49,571
+1,083
313
$817K 0.03%
8,115
+215
314
$812K 0.03%
7,019
+195
315
$798K 0.03%
2,429
+80
316
$792K 0.03%
4,086
+130
317
$784K 0.03%
3,207
+299
318
$771K 0.02%
2,607
-12
319
$768K 0.02%
2,852
+63
320
$767K 0.02%
5,149
+120
321
$758K 0.02%
12,571
-197
322
$751K 0.02%
5,133
-94
323
$748K 0.02%
5,625
-275
324
$736K 0.02%
36,986
+1,767
325
$728K 0.02%
10,418
+432
11 12
13
14 15