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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$623K 0.02%
70,395
+30,351
327
$620K 0.02%
17,290
-1,248
328
$609K 0.02%
8,430
-12,281
329
$603K 0.02%
+3,882
330
$597K 0.02%
23,456
-2,037
331
$592K 0.02%
6,731
-570
332
$567K 0.02%
+4,360
333
$544K 0.02%
+2,102
334
$530K 0.02%
+40,302
335
$525K 0.02%
+22,246
336
$513K 0.02%
+726
337
$509K 0.02%
4,423
+293
338
$508K 0.02%
14,548
+982
339
$491K 0.02%
+10,858
340
$491K 0.02%
5,832
-1,475
341
$456K 0.02%
886
+354
342
$429K 0.02%
27,055
-80,983
343
$412K 0.01%
+3,518
344
$407K 0.01%
8,914
+472
345
$406K 0.01%
2,810
-49
346
$386K 0.01%
4,752
-2,597
347
$372K 0.01%
2,165
+80
348
$371K 0.01%
3,246
+105
349
$369K 0.01%
6,218
+95
350
$358K 0.01%
3,659
-64
12 13
14
15 16