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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$611K 0.02%
2,637
+377
327
$611K 0.02%
5,552
+1,698
328
$611K 0.02%
3,461
+1,692
329
$607K 0.02%
7,374
-1,375
330
$607K 0.02%
2,509
+902
331
$606K 0.02%
7,677
+789
332
$595K 0.02%
4,393
+1,322
333
$592K 0.02%
4,248
+1,539
334
$591K 0.02%
2,643
+658
335
$583K 0.02%
2,444
+958
336
$583K 0.02%
7,866
+3,655
337
$583K 0.02%
1,054
+380
338
$582K 0.02%
2,331
+793
339
$557K 0.02%
17,265
+2,154
340
$530K 0.02%
2,907
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341
$497K 0.02%
4,056
+176
342
$490K 0.02%
5,054
+1,616
343
$487K 0.02%
6,907
+335
344
$483K 0.02%
9,903
+3,253
345
$479K 0.02%
1,715
+547
346
$465K 0.02%
6,390
+320
347
$462K 0.02%
7,844
+424
348
$459K 0.02%
279
+95
349
$445K 0.01%
754
+245
350
$431K 0.01%
15,850
+855
12 13
14
15 16