MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-1,234
377
– –
-4,061
378
– –
-3,455
379
– –
-279,515
380
– –
-8,673
381
– –
-66,319
382
– –
-341,352
383
– –
-4,770
384
– –
-13,644
385
– –
-489
386
– –
-116,646
387
– –
-362,417
388
– –
-9,258
389
– –
-25,722
390
– –
-125,912
391
– –
-6,381
392
– –
-207,305
393
– –
-6,795
394
– –
-8,096
395
– –
-323,391
396
– –
-108,220
397
– –
-375,496
398
– –
-26,386
399
– –
-5,259
400
– –
-8,987
14 15
16
17 18