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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.5M 0.81%
246,323
-2,262
27
$24.9M 0.79%
53,064
+3,633
28
$24.5M 0.78%
39,054
-33
29
$24.1M 0.77%
128,747
-670
30
$24M 0.77%
206,989
-2,188
31
$23.9M 0.76%
1,050,786
+190,217
32
$23.7M 0.76%
47,247
-7
33
$23.2M 0.74%
166,276
+18,025
34
$22.3M 0.71%
80,843
+93
35
$22.1M 0.7%
66,511
-1,696
36
$22M 0.7%
209,019
-6,128
37
$21.6M 0.69%
113,629
+2,777
38
$21.4M 0.68%
168,507
-12,180
39
$21.4M 0.68%
67,582
-2,863
40
$20.4M 0.65%
68,841
+44,987
41
$20.2M 0.64%
72,803
-2,255
42
$19.9M 0.64%
54,878
-321
43
$19.9M 0.63%
108,837
-3,885
44
$19.3M 0.62%
238,979
+188,047
45
$19M 0.61%
182,642
-38,060
46
$18.8M 0.6%
248,737
-1,407
47
$18.8M 0.6%
41,420
+521
48
$18.3M 0.58%
76,450
-242
49
$18.3M 0.58%
34,770
+10
50
$18.3M 0.58%
62,896
+675
1
2
3 4 5