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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$744K 0.02%
6,928
-446
327
$737K 0.02%
8,635
+1,728
328
$736K 0.02%
12,768
+1,588
329
$732K 0.02%
3,651
+744
330
$727K 0.02%
1,246
-27
331
$724K 0.02%
2,574
-16
332
$721K 0.02%
2,619
-14
333
$706K 0.02%
6,710
-93
334
$706K 0.02%
20,837
-1,439
335
$699K 0.02%
6,299
-365
336
$693K 0.02%
9,986
+2,142
337
$690K 0.02%
4,590
-69
338
$689K 0.02%
2,636
-7
339
$687K 0.02%
7,108
-379
340
$686K 0.02%
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341
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1,285
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342
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2,458
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343
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+10,039
344
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15,030
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345
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8,794
-140
346
$668K 0.02%
3,786
+28
347
$667K 0.02%
3,340
+787
348
$660K 0.02%
7,548
-129
349
$658K 0.02%
1,063
+9
350
$656K 0.02%
5,581
+29
12 13
14
15 16