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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.5M 0.6%
76,692
+53,129
52
$19M 0.59%
75,058
+19,948
53
$18.9M 0.58%
860,569
+77,851
54
$18.8M 0.58%
40,899
-124
55
$18.8M 0.58%
106,547
+534
56
$18.8M 0.58%
191,502
-7,535
57
$18.6M 0.57%
250,144
+74,902
58
$18.5M 0.57%
110,852
+1,706
59
$17.5M 0.54%
57,765
-919
60
$17.4M 0.54%
80,792
-2,124
61
$17.4M 0.54%
425,646
+4,864
62
$17.4M 0.54%
86,601
-627
63
$17.2M 0.53%
76,490
+2,976
64
$17.2M 0.53%
34,760
-232
65
$17.1M 0.53%
29,908
+106
66
$17M 0.52%
88,464
+979
67
$16.8M 0.52%
28,717
-454
68
$16.7M 0.51%
37,212
-2,195
69
$16.7M 0.51%
199,001
+160,311
70
$16.1M 0.5%
41,287
-1,990
71
$15.9M 0.49%
8,204
+2,284
72
$15.5M 0.48%
500,407
-352
73
$15.3M 0.47%
92,010
+1,246
74
$15.1M 0.46%
55,072
-1,605
75
$14.7M 0.45%
80,886
-871
1 2
3
4 5