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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.3M 0.84%
60,676
-3,774
27
$26.7M 0.82%
129,417
-1,968
28
$26.1M 0.8%
49,431
+291
29
$25.8M 0.79%
209,177
-8,973
30
$25.6M 0.79%
215,147
-9,456
31
$25.5M 0.78%
479,047
+15,390
32
$24.9M 0.77%
110,634
-393
33
$24.3M 0.75%
39,087
+290
34
$24.2M 0.75%
241,700
-2,504
35
$23.9M 0.74%
189,363
-172
36
$23.4M 0.72%
22,216
+2,572
37
$23.3M 0.72%
47,254
-783
38
$23.3M 0.72%
80,750
-560
39
$23.2M 0.71%
112,722
+61,690
40
$22.6M 0.7%
68,207
-1,719
41
$22M 0.68%
138,210
+27,276
42
$21.8M 0.67%
220,702
-74,434
43
$21.6M 0.66%
55,199
-111
44
$21.4M 0.66%
62,221
-282
45
$21M 0.65%
70,445
-3,605
46
$20.6M 0.63%
148,251
+311
47
$20.4M 0.63%
34,023
+64
48
$20M 0.61%
221,689
-949
49
$20M 0.61%
313,944
-5,770
50
$19.9M 0.61%
180,687
-12,661
1
2
3 4 5