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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$289K 0.01%
+23,885
352
$285K 0.01%
+966
353
$281K 0.01%
+6,196
354
$277K 0.01%
+11,270
355
$273K 0.01%
+8,312
356
$272K 0.01%
+624
357
$271K 0.01%
+6,839
358
$268K 0.01%
+2,448
359
$267K 0.01%
+6,381
360
$267K 0.01%
+5,913
361
$264K 0.01%
+6,265
362
$261K 0.01%
+7,022
363
$261K 0.01%
+3,819
364
$252K 0.01%
6,580
+226
365
$242K 0.01%
11,704
-2,597
366
$242K 0.01%
+3,056
367
$237K 0.01%
5,102
+729
368
$230K 0.01%
28,173
-26,205
369
$216K 0.01%
6,355
-5,943
370
$216K 0.01%
25,722
-853
371
$163K 0.01%
+10,734
372
$123K ﹤0.01%
13,195
+1,516
373
$114K ﹤0.01%
30,612
-14,175
374
$112K ﹤0.01%
+10,664
375
$110K ﹤0.01%
+11,753
13 14
15
16 17