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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$370K 0.01%
1,234
-652
327
$347K 0.01%
+9,311
328
$346K 0.01%
3,455
-527
329
$345K 0.01%
+12,845
330
$345K 0.01%
3,811
-78
331
$342K 0.01%
5,259
-5,610
332
$339K 0.01%
+14,715
333
$334K 0.01%
3,981
+11
334
$333K 0.01%
4,061
-797
335
$327K 0.01%
+16,573
336
$323K 0.01%
+3,480
337
$321K 0.01%
+13,644
338
$313K 0.01%
+26,974
339
$310K 0.01%
+6,951
340
$309K 0.01%
+3,026
341
$308K 0.01%
+4,509
342
$305K 0.01%
+21,415
343
$304K 0.01%
4,583
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344
$304K 0.01%
7,511
-10,813
345
$294K 0.01%
+4,282
346
$293K 0.01%
+1,963
347
$291K 0.01%
+2,150
348
$290K 0.01%
+4,883
349
$290K 0.01%
+29,962
350
$289K 0.01%
5,431
+887
12 13
14
15 16