MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 0.8%
132,400
-6,510
27
$21.7M 0.77%
57,194
-1,995
28
$21.6M 0.77%
208,160
+25,040
29
$21.6M 0.77%
69,131
-2,533
30
$21.5M 0.77%
46,033
-2,359
31
$21.4M 0.76%
53,487
-1,670
32
$21.3M 0.76%
113,934
-6,372
33
$21M 0.75%
164,940
-2,912
34
$20.3M 0.72%
208,342
-7,157
35
$20.3M 0.72%
230,210
-11,851
36
$20.2M 0.72%
590,870
-33,771
37
$20M 0.71%
207,202
-9,153
38
$19.8M 0.71%
171,169
-28,585
39
$19.5M 0.69%
42,530
-1,348
40
$19.2M 0.68%
380,627
-335,651
41
$19.2M 0.68%
149,016
-5,841
42
$18.5M 0.66%
81,793
-2,905
43
$18.3M 0.65%
75,931
-2,911
44
$18M 0.64%
20,521
-7
45
$17.6M 0.62%
66,726
-3,731
46
$17.4M 0.62%
76,589
+11,755
47
$17.2M 0.61%
207,956
-10,568
48
$16.9M 0.6%
129,468
-33,784
49
$16.9M 0.6%
78,338
-4,185
50
$16.6M 0.59%
46,994
+39,046
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