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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
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
– –
-46,898
413
– –
-85,120
414
– –
-40,341
415
– –
-31,677
416
– –
-2,592
417
– –
-9,853
418
– –
-93,505
419
– –
-7,745
420
– –
-217,523
421
– –
-36,518
422
– –
-70,827
423
– –
-92,244
424
– –
-383,221
425
– –
-38,205
15 16
17
18 19