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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.6M 0.8%
56,016
-1,178
27
$24.4M 0.79%
38,008
-967
28
$24.3M 0.79%
268,470
+33,920
29
$24M 0.78%
67,710
-1,421
30
$23.4M 0.76%
90,425
+8,632
31
$23.4M 0.76%
222,516
-7,694
32
$23.1M 0.75%
48,244
+2,211
33
$23.1M 0.75%
132,403
+3
34
$22.9M 0.74%
40,774
+421
35
$22.7M 0.74%
72,567
-3,364
36
$22.6M 0.73%
453,270
+72,643
37
$21.8M 0.71%
146,485
-2,531
38
$21.5M 0.7%
59,280
+47,662
39
$20.6M 0.67%
110,899
-3,035
40
$20.4M 0.66%
48,656
+26,851
41
$20.3M 0.66%
167,378
+2,438
42
$20.2M 0.65%
77,749
-589
43
$20.1M 0.65%
54,778
+129
44
$20M 0.65%
207,695
+493
45
$20M 0.65%
66,536
-190
46
$19.4M 0.63%
75,947
-642
47
$19.3M 0.63%
20,094
-427
48
$19.2M 0.62%
202,661
-7,171
49
$18.5M 0.6%
+212,660
50
$18.5M 0.6%
46,590
-404
1
2
3 4 5