MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
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
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
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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