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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$293K 0.01%
7,050
+470
327
$289K 0.01%
4,124
-759
328
$288K 0.01%
6,226
+1,124
329
$286K 0.01%
3,141
-286
330
$278K 0.01%
8,442
+964
331
$276K 0.01%
6,123
-3,188
332
$270K 0.01%
1,882
-214
333
$266K 0.01%
18,092
-3,323
334
$263K 0.01%
3,451
-360
335
$259K 0.01%
13,852
-2,721
336
$257K 0.01%
1,911
-239
337
$255K 0.01%
4,904
-527
338
$244K 0.01%
532
-92
339
$238K 0.01%
+405
340
$237K 0.01%
21,126
-2,759
341
$232K 0.01%
+5,066
342
$231K 0.01%
1,164
-98
343
$231K 0.01%
8,854
-3,991
344
$225K 0.01%
847
-119
345
$218K 0.01%
9,829
-1,441
346
$218K 0.01%
6,107
-732
347
$215K 0.01%
+16,697
348
$213K 0.01%
+13,805
349
$213K 0.01%
+3,418
350
$212K 0.01%
+29,904
12 13
14
15 16