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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$477K 0.02%
+9,447
377
$448K 0.01%
6,260
+661
378
$447K 0.01%
+16,935
379
$429K 0.01%
+4,832
380
$429K 0.01%
+2,545
381
$424K 0.01%
+1,632
382
$387K 0.01%
+5,546
383
$383K 0.01%
6,368
+897
384
$308K 0.01%
2,439
+375
385
$298K 0.01%
1,419
-19,065
386
$272K 0.01%
+11,161
387
$269K 0.01%
+2,037
388
$267K 0.01%
6,586
-442
389
$261K 0.01%
2,526
+417
390
$260K 0.01%
+1,647
391
$251K 0.01%
23,928
392
$250K 0.01%
7,944
+1,404
393
$245K 0.01%
2,557
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394
$245K 0.01%
+6,857
395
$233K 0.01%
+2,624
396
$228K 0.01%
+2,523
397
$227K 0.01%
1,360
+70
398
$220K 0.01%
233
-4,075
399
$214K 0.01%
+4,122
400
$212K 0.01%
+1,569
14 15
16
17 18