MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.4M
3
+$15.9M
4
LMT icon
Lockheed Martin
LMT
+$15.5M
5
WAB icon
Wabtec
WAB
+$13.1M

Top Sells

1
+$17.3M
2
+$16.7M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.3M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$299K 0.01%
11,561
+1,007
377
$282K 0.01%
25,219
+1,202
378
$259K 0.01%
839
-5,831
379
$254K 0.01%
+1,913
380
$243K 0.01%
590
-33,595
381
$212K 0.01%
1,805
-4,041
382
$211K 0.01%
5,926
-13,333
383
$211K 0.01%
+1,521
384
$203K 0.01%
+862
385
$199K 0.01%
15,459
+3,455
386
$165K 0.01%
+19,021
387
$138K ﹤0.01%
23,928
388
– –
-76,311
389
– –
-5,966
390
– –
-13,211
391
– –
-2,490
392
– –
-1,124
393
– –
-23,209
394
– –
-3,988
395
– –
-3,655
396
– –
-14,958
397
– –
-5,850
398
– –
-18,903
399
– –
-19,389
400
– –
-21,291
14 15
16
17 18