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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$210K 0.01%
+1,285
352
$205K 0.01%
+162
353
$204K 0.01%
26,268
-3,694
354
$197K 0.01%
11,994
+1,260
355
$184K 0.01%
+21,568
356
$171K 0.01%
15,350
+2,155
357
$128K ﹤0.01%
12,632
+1,968
358
$125K ﹤0.01%
13,463
+1,710
359
$122K ﹤0.01%
+10,259
360
$119K ﹤0.01%
18,419
+3,198
361
$96.8K ﹤0.01%
2,143
+472
362
$95.7K ﹤0.01%
+13,195
363
$94.4K ﹤0.01%
22,217
+7,111
364
$87.9K ﹤0.01%
26,626
+784
365
$86.3K ﹤0.01%
+10,387
366
$47.8K ﹤0.01%
23,649
+1,290
367
– –
-6,355
368
– –
-32,440
369
– –
-4,509
370
– –
-115,049
371
– –
-1,136,566
372
– –
-3,718
373
– –
-4,282
374
– –
-4,303
375
– –
-25,120
13 14
15
16 17