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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$246K 0.01%
+3,140
377
$245K 0.01%
+726
378
$244K 0.01%
+2,034
379
$243K 0.01%
9,473
+619
380
$242K 0.01%
18,639
+547
381
$241K 0.01%
+1,211
382
$241K 0.01%
+2,566
383
$237K 0.01%
+974
384
$236K 0.01%
+6,791
385
$236K 0.01%
+1,047
386
$231K 0.01%
+5,544
387
$230K 0.01%
3,322
-96
388
$230K 0.01%
2,606
-16,150
389
$229K 0.01%
12,955
-3,962
390
$227K 0.01%
+731
391
$227K 0.01%
+2,350
392
$226K 0.01%
+540
393
$226K 0.01%
+425
394
$224K 0.01%
+2,565
395
$224K 0.01%
+1,370
396
$221K 0.01%
+1,090
397
$221K 0.01%
+1,235
398
$221K 0.01%
+1,025
399
$220K 0.01%
12,486
+492
400
$216K 0.01%
+524
14 15
16
17 18