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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.8M 0.58%
73,125
-2,068
52
$17.7M 0.57%
146,345
+11,467
53
$17.5M 0.57%
203,593
-4,363
54
$17.3M 0.56%
145,857
-25,312
55
$17.3M 0.56%
68,330
-331
56
$17.1M 0.55%
249,710
-3,638
57
$16.9M 0.55%
86,687
-161
58
$16.8M 0.54%
34,881
-283
59
$16.7M 0.54%
99,933
+25,170
60
$16.6M 0.54%
58,758
+8,577
61
$16.6M 0.54%
+158,479
62
$16.5M 0.54%
57,117
-113
63
$16.5M 0.53%
+135,012
64
$16.3M 0.53%
85,360
+48,474
65
$16.3M 0.53%
106,804
+6,135
66
$16.2M 0.52%
41,297
-649
67
$16.2M 0.52%
46,656
+14,118
68
$15.8M 0.51%
83,178
-1,657
69
$15.3M 0.49%
356,216
+139,274
70
$15.2M 0.49%
496,382
+212,223
71
$14.8M 0.48%
523,821
-17,777
72
$14.6M 0.47%
57,098
+46,287
73
$14.5M 0.47%
82,853
+61,538
74
$14.4M 0.47%
29,069
+2,338
75
$14.4M 0.47%
45,171
-1,839
1 2
3
4 5