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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$487K 0.02%
24,039
+7,565
377
$475K 0.01%
5,599
+1,543
378
$475K 0.01%
11,946
+3,667
379
$458K 0.01%
3,793
+1,269
380
$458K 0.01%
9,955
+3,174
381
$454K 0.01%
10,755
+3,204
382
$448K 0.01%
4,107
+1,092
383
$379K 0.01%
+6,540
384
$367K 0.01%
7,028
-380
385
$343K 0.01%
2,064
+151
386
$337K 0.01%
10,752
+4,353
387
$324K 0.01%
3,777
-263
388
$309K 0.01%
2,867
-55,938
389
$309K 0.01%
9,853
-209,795
390
$305K 0.01%
3,258
-67,274
391
$286K 0.01%
23,928
392
$277K 0.01%
23,684
-1,535
393
$274K 0.01%
839
394
$266K 0.01%
+23,400
395
$247K 0.01%
+5,354
396
$243K 0.01%
+1,290
397
$236K 0.01%
+5,471
398
$233K 0.01%
+2,109
399
$219K 0.01%
+1,310
400
$214K 0.01%
15,659
+200
13 14 15
16
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