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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.2M 0.58%
106,937
+390
52
$18M 0.58%
34,043
+20
53
$17.9M 0.57%
30,554
+646
54
$17.8M 0.57%
199,624
+623
55
$17.7M 0.56%
78,642
-2,150
56
$17.6M 0.56%
39,410
+3,490
57
$17.6M 0.56%
92,907
+897
58
$17.6M 0.56%
87,248
+647
59
$17.5M 0.56%
125,084
+55,783
60
$17.3M 0.55%
77,074
+584
61
$16.9M 0.54%
187,264
-4,238
62
$16.6M 0.53%
71,653
+49,706
63
$16.5M 0.53%
313,013
-931
64
$16.5M 0.53%
110,322
+55,756
65
$16.4M 0.52%
38,684
-2,603
66
$15.8M 0.5%
7,946
-258
67
$15.4M 0.49%
54,717
-355
68
$15.2M 0.49%
57,771
+6
69
$15M 0.48%
79,181
-1,705
70
$15M 0.48%
188,881
-5,072
71
$14.9M 0.48%
491,187
-9,220
72
$14.8M 0.47%
+74,990
73
$14.7M 0.47%
53,377
+42,239
74
$14.7M 0.47%
84,850
-1,867
75
$14.6M 0.47%
161,415
+260
1 2
3
4 5