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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$311K 0.01%
+10,736
377
$310K 0.01%
+3,438
378
$309K 0.01%
+1,168
379
$308K 0.01%
+6,650
380
$306K 0.01%
3,655
+333
381
$301K 0.01%
2,142
+264
382
$299K 0.01%
5,754
-3,160
383
$298K 0.01%
+5,666
384
$295K 0.01%
7,550
+1,156
385
$294K 0.01%
+2,418
386
$293K 0.01%
24,017
-3,038
387
$284K 0.01%
6,234
+690
388
$283K 0.01%
11,575
+2,102
389
$281K 0.01%
+11,858
390
$278K 0.01%
+184
391
$273K 0.01%
2,567
+293
392
$257K 0.01%
+1,451
393
$252K 0.01%
31,877
+5,955
394
$239K 0.01%
5,966
-3,337
395
$233K 0.01%
17,656
+1,731
396
$230K 0.01%
1,283
-3,092
397
$227K 0.01%
+4,529
398
$222K 0.01%
+14,667
399
$220K 0.01%
13,211
+725
400
$210K 0.01%
14,958
+4,234
14 15
16
17 18