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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
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
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-8,740
402
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-26,416
403
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-67,119
404
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-4,529
405
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-76,311
406
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-80,546
407
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-17,479
408
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-5,966
409
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-28,103
410
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-12,955
411
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-244,630
412
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-2,142
413
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-68,330
414
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-1,283
415
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-45,792
416
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-804
417
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-8,393
418
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-37,380
419
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-59,482
420
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-11,679
421
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-191,817
422
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-20,277
423
– –
-4,444
424
– –
-1,451
425
– –
-158,479
14 15 16
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