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
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.5M 0.66%
608,094
+25,586
52
$17.4M 0.66%
210,481
+111,590
53
$17.3M 0.65%
42,136
+3,608
54
$17.2M 0.65%
134,849
+83,105
55
$17.2M 0.65%
120,171
+5,031
56
$17.1M 0.65%
183,389
+28,207
57
$16.9M 0.64%
110,914
+9,994
58
$16.6M 0.63%
85,701
+8,112
59
$16.6M 0.63%
227,528
-32,113
60
$16.5M 0.62%
225,418
+33,518
61
$16.5M 0.62%
+217,866
62
$15.9M 0.6%
96,322
+46,951
63
$15.6M 0.59%
68,562
+2,437
64
$15.4M 0.58%
220,882
+27,404
65
$15.3M 0.58%
91,603
-2,523
66
$15.1M 0.57%
832,700
+169,065
67
$14.9M 0.56%
147,284
+40,044
68
$14.7M 0.56%
227,386
+9,375
69
$14.5M 0.55%
175,198
+36,019
70
$14.2M 0.54%
289,633
+316
71
$14.2M 0.54%
94,025
+36,799
72
$14.2M 0.54%
71,228
+7,572
73
$14.1M 0.53%
249,525
+165
74
$13.7M 0.52%
+60,146
75
$13.6M 0.51%
59,229
+2,107
1 2
3
4 5