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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.8M 0.67%
144,846
+3,404
52
$17.8M 0.67%
1,322,798
+79,664
53
$17.6M 0.66%
202,530
+1,260
54
$17.4M 0.65%
110,523
-3,399
55
$17M 0.64%
86,652
-4,951
56
$16.4M 0.61%
84,986
-715
57
$16.3M 0.61%
110,642
-272
58
$16.3M 0.61%
223,908
+6,042
59
$16.3M 0.61%
136,810
+1,961
60
$16.3M 0.61%
172,501
-2,697
61
$15.9M 0.6%
70,854
-374
62
$15.6M 0.59%
149,961
+2,677
63
$15.6M 0.59%
223,915
-3,471
64
$15.6M 0.58%
102,451
+8,426
65
$15.5M 0.58%
221,222
+340
66
$15M 0.56%
20,840
-745
67
$14.8M 0.56%
59,810
-336
68
$14.8M 0.56%
823,095
-9,605
69
$14.7M 0.55%
110,944
-9,227
70
$13.9M 0.52%
218,265
-31,260
71
$13.9M 0.52%
35,334
-593
72
$13.9M 0.52%
56,390
-2,839
73
$13.3M 0.5%
310,913
-602
74
$13.1M 0.49%
60,973
-7,589
75
$12.8M 0.48%
202,369
-1,295
1 2
3
4 5