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
$3.04B
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 20.81%
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
426
– –
-3,198
427
– –
-55,330
428
– –
-14,667
429
– –
-17,656
430
– –
-24,245
431
– –
-1,943
432
– –
-6,511
433
– –
-721,562
434
– –
-5,754
435
– –
-6,779
436
– –
-135,012
437
– –
-3,411
438
– –
-79,842
439
– –
-63,682
440
– –
-50,995
14 15 16 17
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