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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$427K 0.01%
7,978
+2,740
352
$423K 0.01%
18,827
+6,969
353
$422K 0.01%
5,701
+322
354
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6,781
+547
355
$408K 0.01%
11,780
+1,044
356
$408K 0.01%
4,653
+331
357
$402K 0.01%
3,546
+1,236
358
$402K 0.01%
26,123
+1,728
359
$390K 0.01%
3,934
+268
360
$381K 0.01%
2,026
+129
361
$374K 0.01%
35,870
+3,993
362
$365K 0.01%
6,399
-19,939
363
$364K 0.01%
6,030
+364
364
$363K 0.01%
+10,659
365
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2,553
+135
366
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7,408
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367
$355K 0.01%
1,025
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368
$353K 0.01%
12,687
+1,112
369
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+7,551
370
$345K 0.01%
2,115
+165
371
$334K 0.01%
2,869
+302
372
$333K 0.01%
+16,474
373
$327K 0.01%
8,279
+729
374
$302K 0.01%
+2,524
375
$299K 0.01%
4,040
+296
13 14
15
16 17