MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.4M
3
+$15.9M
4
LMT icon
Lockheed Martin
LMT
+$15.5M
5
WAB icon
Wabtec
WAB
+$13.1M

Top Sells

1
+$17.3M
2
+$16.7M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.3M

Sector Composition

1 Industrials 20.84%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-55,478
402
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-67,119
403
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-4,529
404
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-76,311
405
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-80,546
406
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-17,479
407
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-5,966
408
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-28,103
409
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-12,955
410
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-244,630
411
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-2,142
412
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-68,330
413
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-1,283
414
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-45,792
415
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-804
416
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-8,393
417
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-37,380
418
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-59,482
419
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-11,679
420
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-191,817
421
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-20,277
422
– –
-4,444
423
– –
-1,451
424
– –
-158,479
425
– –
-3,198
14 15 16
17
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