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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$21.5M
3
+$21.1M
4
REG icon
Regency Centers
REG
+$20M
5
CSCO icon
Cisco
CSCO
+$19.6M

Top Sells

1
+$22.3M
2
+$21.6M
3
+$21.5M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$19.5M

Sector Composition

1 Industrials 19.44%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-13,557
402
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-80,985
403
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-62,121
404
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-27,929
405
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-11,327
406
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-8,351
407
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-137,409
408
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-5,913
409
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-7,091
410
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-7,511
411
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-14,715
412
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-32,440
413
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-4,509
414
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-115,049
415
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-1,136,566
416
– –
-3,480
417
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-310,913
418
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-62,334
419
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-30,612
420
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-8,494
421
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-141,564
422
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-17,087
423
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-31,512
424
– –
-7,606
425
– –
-251,534
14 15 16
17
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