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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$616K 0.02%
15,961
+931
352
$614K 0.02%
13,721
-3,970
353
$611K 0.02%
3,466
+14
354
$609K 0.02%
5,760
+348
355
$600K 0.02%
4,897
+115
356
$592K 0.02%
3,847
+196
357
$588K 0.02%
8,207
+180
358
$585K 0.02%
1,316
-22,684
359
$584K 0.02%
+12,208
360
$573K 0.02%
4,567
+460
361
$570K 0.02%
15,517
+1,273
362
$569K 0.02%
23,515
+2,513
363
$568K 0.02%
17,869
+932
364
$567K 0.02%
1,089
+26
365
$556K 0.02%
4,766
+176
366
$554K 0.02%
2,413
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367
$552K 0.02%
2,998
+195
368
$523K 0.02%
5,951
-348
369
$523K 0.02%
18,568
-2,269
370
$520K 0.02%
33,336
-3,249
371
$509K 0.02%
7,097
+795
372
$498K 0.02%
11,317
+1,362
373
$495K 0.02%
3,241
+278
374
$495K 0.02%
12,935
+989
375
$485K 0.02%
4,900
+246
13 14
15
16 17