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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.5M 0.58%
222,638
+9,978
52
$17.3M 0.57%
+319,714
53
$17.3M 0.57%
77,143
+1,196
54
$17.3M 0.57%
147,940
+2,083
55
$17M 0.56%
58,684
-74
56
$17M 0.56%
56,677
-440
57
$17M 0.56%
87,228
+1,868
58
$16.7M 0.55%
41,023
+28,044
59
$16.6M 0.55%
73,514
+389
60
$16.5M 0.54%
90,764
+1,862
61
$16.3M 0.54%
+99,472
62
$16.2M 0.53%
420,782
+64,566
63
$16.2M 0.53%
193,348
-11,442
64
$16.1M 0.53%
87,485
+798
65
$16M 0.53%
39,407
-1,890
66
$15.4M 0.51%
34,992
+111
67
$15.2M 0.5%
209,004
+1,309
68
$15.1M 0.5%
82,916
-262
69
$15M 0.49%
29,802
+353
70
$15M 0.49%
782,718
+158,918
71
$14.9M 0.49%
29,171
+102
72
$14.8M 0.49%
500,759
+4,377
73
$14.1M 0.46%
213,672
+212
74
$14.1M 0.46%
132,160
+127,530
75
$13.4M 0.44%
28,619
+1,274
1 2
3
4 5