MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$17.3M0.58% 30,076
-478
-2%
-$276K
$17.3M0.58% 1,786,756
+718,058
+67%
+$6.97M
$17M0.57% 310,397
-2,616
-0.8%
-$144K
$16.8M0.56% 101,280
+16,115
+19%
+$2.67M
$16.4M0.55% 64,575
-3,007
-4%
-$764K
$16.4M0.55% 49,785
-3,592
-7%
-$1.18M
$15.9M0.54% 23,646
+173
+0.7%
+$116K
$15.5M0.52% 70,553
+3,299
+5%
+$726K
$15.4M0.52% 89,801
+4,680
+6%
+$800K
$15.1M0.51%
+194,850
 New
+$15.1M
$14.7M0.49% 183,927
-3,337
-2%
-$267K
$14.5M0.49% 84,991
+141
+0.2%
+$24.1K
$14.5M0.49% 7,848
-98
-1%
-$181K
$14.4M0.48% 72,033
-770
-1%
-$154K
$14.4M0.48% 159,727
+25,602
+19%
+$2.3M
$14.3M0.48% 206,374
-166,319
-45%
-$11.5M
$14.2M0.48% 91,919
-988
-1%
-$153K
$14.2M0.48% 161,183
-232
-0.1%
-$20.4K
$14M0.47% 77,356
-1,825
-2%
-$331K
$14M0.47%
+206,289
 New
+$14M
$13.8M0.47% 111,317
+82,234
+283%
+$10.2M
$13.8M0.46% 27,120
-745
-3%
-$379K
$13.7M0.46% 58,929
+11,204
+23%
+$2.61M
$13.6M0.46% 66,226
-42,611
-39%
-$8.76M
$13.1M0.44% 72,919
-2,071
-3%
-$373K
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