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
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402
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404
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405
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-80,985
406
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-62,121
407
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-27,929
408
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-11,327
409
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-8,351
410
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-137,409
411
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412
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-7,091
413
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-7,511
414
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-14,715
415
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-3,480
416
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-310,913
417
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-62,334
418
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419
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-8,494
420
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-141,564
421
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422
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-31,512
423
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-7,606
424
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-251,534
425
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-15,286
14 15 16
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