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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$725K 0.02%
2,477
+19
327
$721K 0.02%
1,250
+4
328
$721K 0.02%
1,717
-60
329
$717K 0.02%
9,184
+390
330
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15,241
-256
331
$704K 0.02%
19,075
+871
332
$702K 0.02%
413
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333
$701K 0.02%
2,595
+21
334
$694K 0.02%
7,639
-99
335
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5,735
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336
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13,966
-46,406
337
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2,411
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338
$688K 0.02%
6,940
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339
$683K 0.02%
3,401
+61
340
$679K 0.02%
3,871
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341
$666K 0.02%
7,818
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342
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7,669
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343
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6,160
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344
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1,453
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345
$639K 0.02%
2,687
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346
$638K 0.02%
25,648
+1,609
347
$638K 0.02%
6,158
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348
$636K 0.02%
7,456
+3,679
349
$634K 0.02%
11,540
+785
350
$628K 0.02%
5,738
-100
12 13
14
15 16