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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$477K 0.02%
3,469
+1,032
327
$471K 0.02%
948
+424
328
$471K 0.02%
8,100
+3,650
329
$462K 0.02%
10,554
+561
330
$454K 0.01%
3,198
+922
331
$450K 0.01%
4,630
+1,490
332
$448K 0.01%
3,880
+221
333
$445K 0.01%
8,740
+2,111
334
$441K 0.01%
3,411
+165
335
$432K 0.01%
2,818
+164
336
$432K 0.01%
3,071
+1,037
337
$430K 0.01%
4,444
+1,446
338
$422K 0.01%
5,379
+286
339
$420K 0.01%
4,172
-580
340
$416K 0.01%
1,042
+316
341
$414K 0.01%
6,572
+354
342
$411K 0.01%
2,490
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343
$407K 0.01%
4,211
+1,646
344
$405K 0.01%
1,607
+560
345
$401K 0.01%
1,603
+578
346
$396K 0.01%
6,779
-384
347
$394K 0.01%
1,514
+540
348
$392K 0.01%
674
+249
349
$391K 0.01%
3,854
+1,288
350
$390K 0.01%
1,124
+407
12 13
14
15 16