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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

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
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389
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390
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391
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-23,209
392
– –
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393
– –
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394
– –
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395
– –
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396
– –
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397
– –
-18,903
398
– –
-19,389
399
– –
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400
– –
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14 15
16
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