MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.8M 0.86%
413,856
+70,613
27
$22.8M 0.86%
+40,754
28
$22.7M 0.86%
665,207
+127,453
29
$21.5M 0.81%
44,352
+31,108
30
$21.4M 0.81%
74,839
-1,128
31
$21.4M 0.81%
342,886
-262,717
32
$21.1M 0.8%
59,342
-2,301
33
$20.8M 0.79%
359,091
+187,528
34
$20.4M 0.77%
1,099,754
+744,352
35
$20.1M 0.76%
323,623
+11,161
36
$19.9M 0.75%
358,229
+71,420
37
$19.8M 0.75%
262,871
+137,072
38
$19.7M 0.74%
223,987
+25,424
39
$19.6M 0.74%
1,243,134
+875,536
40
$19.3M 0.73%
508,746
+40,955
41
$18.7M 0.71%
34,848
-376
42
$18.6M 0.71%
60,840
+2,301
43
$18.6M 0.7%
113,922
+26,929
44
$18.2M 0.69%
348,850
+63,319
45
$18M 0.68%
127,545
+1,872
46
$17.9M 0.68%
40,255
+1,977
47
$17.8M 0.67%
66,377
-565
48
$17.7M 0.67%
21,585
-401
49
$17.7M 0.67%
215,253
+42,607
50
$17.6M 0.67%
141,442
+5,590
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