MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$165K 0.01%
+44,787
352
$111K ﹤0.01%
+11,679
353
$63.1K ﹤0.01%
+12,483
354
$44K ﹤0.01%
+22,359
355
$27.7K ﹤0.01%
+25,842
356
– –
-29,037
357
– –
-4,565
358
– –
-6,534
359
– –
-63,434
360
– –
-5,603
361
– –
-11,282
362
– –
-95,006
363
– –
-2,469,225
364
– –
-16,670
365
– –
-1,115
366
– –
-7,924
367
– –
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368
– –
-41,567
369
– –
-240,160
370
– –
-9,371
371
– –
-384,369
372
– –
-6,846
373
– –
-7,476
374
– –
-18,768
375
– –
-9,691
12 13 14
15
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