MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-5,084
402
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-35,839
403
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-18,056
404
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-119,641
405
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406
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-16,232
407
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-7,056
408
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-1,604
409
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-5,695
410
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-16,443
411
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-10,073
412
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-11,935
413
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-8,108
414
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-291,272
415
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-99,155
416
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-90,780
417
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-2,280
418
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-15,157
419
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-342,886
420
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-69,688
421
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-5,755
422
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-2,772
423
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-1,758
424
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-3,524
425
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-12,562
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