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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$209K 0.01%
+6,511
402
$205K 0.01%
+5,850
403
$202K 0.01%
17,479
+4,524
404
$190K 0.01%
+11,679
405
$161K 0.01%
18,903
+5,209
406
$153K ﹤0.01%
28,103
+8,502
407
$143K ﹤0.01%
12,004
+426
408
$124K ﹤0.01%
23,928
-349
409
$113K ﹤0.01%
20,277
+8,432
410
– –
-26,251
411
– –
-5,034
412
– –
-8,430
413
– –
-33,021
414
– –
-3,782
415
– –
-590,870
416
– –
-10,274
417
– –
-36,539
418
– –
-21,934
419
– –
-70,395
420
– –
-3,518
421
– –
-358,867
422
– –
-16,345
423
– –
-153,997
424
– –
-5,265
425
– –
-45,838
15 16
17
18 19