MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$316K 0.01%
+2,897
327
$316K 0.01%
12,020
-3,348
328
$314K 0.01%
1,064
+90
329
$312K 0.01%
3,011
+417
330
$301K 0.01%
3,970
-1,707
331
$292K 0.01%
1,248
-576
332
$286K 0.01%
+2,335
333
$276K 0.01%
1,738
-530
334
$274K 0.01%
+6,539
335
$273K 0.01%
+6,354
336
$272K 0.01%
+2,637
337
$270K 0.01%
1,774
-5,230
338
$270K 0.01%
6,769
+1,654
339
$256K 0.01%
1,964
+411
340
$248K 0.01%
7,056
-28,779
341
$239K 0.01%
988
-1,051
342
$237K 0.01%
+2,280
343
$231K 0.01%
3,894
-1,351
344
$225K 0.01%
4,544
-1,344
345
$218K 0.01%
+2,733
346
$216K 0.01%
26,575
-1,360
347
$214K 0.01%
7,512
-11,311
348
$208K 0.01%
+977
349
$207K 0.01%
1,758
-861,543
350
$200K 0.01%
+4,373
12 13
14
15 16