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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.2M 0.82%
548,023
+11,567
27
$21.2M 0.82%
64,663
-357
28
$21.2M 0.82%
199,754
-417
29
$21.1M 0.82%
145,468
+141,030
30
$21.1M 0.82%
41,093
+700
31
$20.8M 0.81%
55,157
-1,018
32
$20.7M 0.8%
285,531
+113,953
33
$20.7M 0.8%
120,306
-45,528
34
$20.4M 0.79%
+163,252
35
$20.1M 0.78%
39,386
-117
36
$19.5M 0.76%
59,189
-739
37
$19.5M 0.76%
71,664
-1,508
38
$19.2M 0.74%
167,852
+123,348
39
$18.8M 0.73%
+316,415
40
$18.4M 0.71%
+242,061
41
$18.3M 0.71%
215,499
-2,746
42
$18.3M 0.71%
162,843
+17,997
43
$17.9M 0.69%
41,828
-52
44
$17.8M 0.69%
34,240
+4
45
$17.6M 0.68%
84,698
-288
46
$17.1M 0.66%
216,355
-913
47
$16.9M 0.65%
20,528
-312
48
$16.8M 0.65%
78,842
+35,751
49
$16.8M 0.65%
218,524
-5,391
50
$16.7M 0.65%
240,898
+66,981
1
2
3 4 5