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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$215K 0.01%
+1,578
402
$213K 0.01%
+25,922
403
$212K 0.01%
+908
404
$208K 0.01%
+10,724
405
$204K 0.01%
+4,450
406
$180K 0.01%
15,925
+575
407
$170K 0.01%
+19,092
408
$167K 0.01%
15,676
+2,213
409
$164K 0.01%
2,994
+851
410
$134K ﹤0.01%
21,934
-283
411
$128K ﹤0.01%
24,277
-2,349
412
$120K ﹤0.01%
19,601
+1,182
413
$115K ﹤0.01%
13,694
+1,062
414
$96.4K ﹤0.01%
11,578
-1,617
415
$88.8K ﹤0.01%
11,845
+1,458
416
– –
-241,513
417
– –
-1,285
418
– –
-5,066
419
– –
-6,312
420
– –
-26,268
421
– –
-29,904
422
– –
-37,983
423
– –
-17,999
424
– –
-61,062
425
– –
-32,206
15 16
17
18 19