MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
+$216M
Cap. Flow %
7.25%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$21.8M
4
$14.2M
5
$13M

Sector Composition

1Technology21.39%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.57%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$22.9M0.77%235,167
+52,525
+29%
+$5.11M
$22.8M0.77%126,787
-1,960
-2%
-$352K
$22.1M0.74%153,605
+60,734
+65%
+$8.74M
$22.1M0.74%83,296
+11,643
+16%
+$3.09M
$21.5M0.72%45,687
-1,560
-3%
-$733K
$21.1M0.71%75,959
-1,115
-1%
-$310K
$20.9M0.7%86,133
-1,115
-1%
-$270K
$20.5M0.69%62,360
-536
-0.9%
-$177K
$20.4M0.69%37,043
-2,367
-6%
-$1.3M
$20.2M0.68%61,230
+6,352
+12%
+$2.09M
$20.2M0.68%241,718
-7,019
-3%
-$586K
$20.1M0.68%140,568
+33,631
+31%
+$4.8M
$19.9M0.67%322,181
-210,490
-40%
-$13M
$19.8M0.67%196,374
-3,250
-2%
-$328K
$19.6M0.66%190,627
-57,553
-23%
-$5.92M
$19.3M0.65%36,158
-5,262
-13%
-$2.8M
$19M0.64%254,320
+15,341
+6%
+$1.15M
$18.8M0.63%36,724
-16,340
-31%
-$8.37M
$18.4M0.62%33,536
-1,234
-4%
-$676K
$18.2M0.61%67,688
-1,153
-2%
-$310K
$17.9M0.6%117,204
+6,882
+6%
+$1.05M
$17.9M0.6%203,345
-3,644
-2%
-$320K
$17.8M0.6%65,553
-958
-1%
-$260K
$17.7M0.6%205,990
-3,029
-1%
-$261K
$17.4M0.58%111,193
-2,436
-2%
-$381K
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