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

Top Buys

1 +$21.5M
2 +$20.5M
3 +$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1 +$22.3M
2 +$21.5M
3 +$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
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
-144,924
402
-44,359
403
-28,173
404
-13,557
405
-80,985
406
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407
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408
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409
-8,351
410
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411
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412
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413
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414
-14,715
415
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416
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417
-62,334
418
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419
-8,494
420
-141,564
421
-17,087
422
-31,512
423
-7,606
424
-251,534
425
-15,286