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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.8M 0.82%
55,224
-29
27
$23.9M 0.79%
55,857
-159
28
$23.8M 0.78%
90,897
+2,543
29
$23.6M 0.78%
144,963
-1,522
30
$23.1M 0.76%
201,076
-93,141
31
$23M 0.76%
111,027
+128
32
$22.6M 0.74%
48,037
-619
33
$22.5M 0.74%
252,306
+48,713
34
$22M 0.72%
463,657
+10,387
35
$21.9M 0.72%
69,926
-2,641
36
$21.4M 0.71%
49,140
+896
37
$21.3M 0.7%
189,535
+924
38
$20.7M 0.68%
81,310
-9,115
39
$20.6M 0.68%
19,644
-450
40
$20.4M 0.67%
79,267
+12,731
41
$20.1M 0.66%
+224,603
42
$20M 0.66%
109,146
+2,342
43
$19M 0.62%
244,204
-5,506
44
$18.8M 0.62%
74,050
-3,699
45
$18.6M 0.61%
62,503
-303
46
$18.4M 0.61%
33,959
-4,049
47
$18.4M 0.61%
55,310
+532
48
$18.4M 0.61%
106,013
+6,080
49
$18.1M 0.6%
199,037
-3,624
50
$17.9M 0.59%
110,934
+53,748
1
2
3 4 5