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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$358K 0.01%
7,163
+113
352
$356K 0.01%
8,417
-2,209
353
$355K 0.01%
9,993
+164
354
$345K 0.01%
1,781
-106
355
$336K 0.01%
+2,276
356
$335K 0.01%
4,218
-1,799
357
$335K 0.01%
2,654
-13
358
$331K 0.01%
6,629
+403
359
$327K 0.01%
4,084
-40
360
$325K 0.01%
9,303
-2,573
361
$319K 0.01%
5,093
+189
362
$317K 0.01%
13,754
-98
363
$314K 0.01%
22,240
+1,114
364
$313K 0.01%
+2,437
365
$310K 0.01%
893
+46
366
$304K 0.01%
1,807
-75
367
$292K 0.01%
3,417
-34
368
$270K 0.01%
1,878
-33
369
$260K 0.01%
+717
370
$257K 0.01%
+5,034
371
$254K 0.01%
+497
372
$253K 0.01%
6,394
+287
373
$250K 0.01%
+1,079
374
$250K 0.01%
+2,998
375
$247K 0.01%
+2,274
13 14
15
16 17