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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.3M 0.63%
154,857
+4,896
52
$16.3M 0.63%
195,780
-6,750
53
$15.9M 0.62%
183,120
-2,524
54
$15.7M 0.61%
112,888
+2,246
55
$15.7M 0.61%
59,231
-579
56
$15.6M 0.6%
229,103
+5,195
57
$15.4M 0.6%
82,523
-4,129
58
$15.3M 0.59%
56,070
-320
59
$15.2M 0.59%
136,802
-8
60
$14.9M 0.58%
229,536
+8,314
61
$14.8M 0.57%
34,035
+6,009
62
$14.7M 0.57%
251,589
-8,694
63
$14.5M 0.56%
+22,457
64
$14.3M 0.56%
92,062
-131,177
65
$14.3M 0.55%
+70,457
66
$14.1M 0.55%
221,268
+139,426
67
$14M 0.54%
27,707
-21,781
68
$13.9M 0.54%
70,694
-160
69
$13.8M 0.54%
34,924
-410
70
$13.6M 0.53%
88,582
+56,607
71
$13.3M 0.51%
218,835
+570
72
$13.1M 0.51%
+64,834
73
$12.6M 0.49%
+35,413
74
$12.6M 0.49%
+108,815
75
$12.4M 0.48%
117,380
+3,190
1 2
3
4 5