MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.1M
3
+$14.7M
4
GDDY icon
GoDaddy
GDDY
+$13.7M
5
CI icon
Cigna
CI
+$13.5M

Top Sells

1
+$29.6M
2
+$23.3M
3
+$20.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$16.5M

Sector Composition

1 Industrials 20.55%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$211K 0.01%
3,925
+240
402
$210K 0.01%
+10,075
403
$208K 0.01%
+1,409
404
$208K 0.01%
+4,387
405
$208K 0.01%
+1,510
406
$206K 0.01%
+2,225
407
$202K 0.01%
+2,550
408
$202K 0.01%
+710
409
$201K 0.01%
+5,284
410
$201K 0.01%
+3,444
411
$194K 0.01%
21,908
-1,776
412
– –
-6,429
413
– –
-46,898
414
– –
-85,120
415
– –
-40,341
416
– –
-31,677
417
– –
-2,592
418
– –
-9,853
419
– –
-93,505
420
– –
-7,745
421
– –
-217,523
422
– –
-36,518
423
– –
-70,827
424
– –
-92,244
425
– –
-383,221
15 16
17
18 19