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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.3M 0.58%
225,206
-15,692
52
$16.2M 0.58%
209,832
-11,436
53
$16.2M 0.58%
86,848
-104,909
54
$16.2M 0.57%
54,649
-1,421
55
$15.9M 0.57%
68,661
-2,033
56
$15.7M 0.56%
210,579
+60,184
57
$15.5M 0.55%
50,977
-30,792
58
$15.4M 0.55%
75,193
+55,706
59
$15M 0.53%
35,164
+240
60
$14.5M 0.52%
57,230
-2,001
61
$14.2M 0.5%
100,669
+56,599
62
$14.1M 0.5%
26,731
-976
63
$13.9M 0.5%
134,878
-6,618
64
$13.8M 0.49%
84,835
-3,747
65
$13.7M 0.49%
253,348
+805
66
$13.7M 0.49%
22,963
-479
67
$13.6M 0.48%
719,000
+5,290
68
$13.6M 0.48%
86,557
-5,505
69
$13.5M 0.48%
212,985
-5,850
70
$13.3M 0.47%
98,197
-19,183
71
$13.1M 0.47%
41,946
-1,471
72
$13.1M 0.46%
329,860
-17,819
73
$13M 0.46%
50,181
-1,425
74
$12.9M 0.46%
65,573
+1,921
75
$12.9M 0.46%
73,826
-3,386
1 2
3
4 5