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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$388K 0.01%
1,769
+679
352
$384K 0.01%
1,538
+459
353
$383K 0.01%
4,322
+238
354
$381K 0.01%
954
+61
355
$380K 0.01%
2,188
+818
356
$379K 0.01%
1,985
+750
357
$374K 0.01%
14,995
+1,241
358
$371K 0.01%
1,486
+578
359
$370K 0.01%
870
+330
360
$362K 0.01%
3,666
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361
$362K 0.01%
+6,070
362
$361K 0.01%
7,420
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363
$360K 0.01%
1,237
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364
$359K 0.01%
+2,709
365
$351K 0.01%
1,897
+116
366
$349K 0.01%
7,633
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367
$348K 0.01%
3,988
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368
$341K 0.01%
1,950
+143
369
$323K 0.01%
24,395
+2,155
370
$320K 0.01%
+2,310
371
$319K 0.01%
+509
372
$314K 0.01%
804
+307
373
$314K 0.01%
1,943
+732
374
$312K 0.01%
+5,238
375
$312K 0.01%
3,744
-474
13 14
15
16 17