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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$655K 0.02%
2,355
+24
352
$653K 0.02%
2,807
+1,092
353
$646K 0.02%
4,782
-35
354
$637K 0.02%
2,562
+53
355
$631K 0.02%
36,585
-1,785
356
$630K 0.02%
7,900
+1,870
357
$629K 0.02%
2,342
+48
358
$615K 0.02%
16,937
-328
359
$606K 0.02%
+17,572
360
$606K 0.02%
8,027
+161
361
$594K 0.02%
1,387
+362
362
$587K 0.02%
14,244
+3,585
363
$584K 0.02%
21,002
+5,152
364
$581K 0.02%
35,219
+9,096
365
$571K 0.02%
48,488
+12,618
366
$560K 0.02%
3,956
+1,087
367
$547K 0.02%
+5,782
368
$544K 0.02%
2,803
+777
369
$538K 0.02%
5,412
+1,478
370
$530K 0.02%
2,963
+848
371
$524K 0.02%
4,654
+261
372
$521K 0.02%
7,745
+2,044
373
$516K 0.02%
6,302
+1,649
374
$515K 0.02%
18,204
+5,517
375
$502K 0.02%
2,592
-45
13 14
15
16 17