MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$13.1M0.44% 68,976
+49,515
+254%
+$9.42M
$12.6M0.42% 43,751
+40,899
+1,434%
+$11.8M
$12.6M0.42% 19,801
+123
+0.6%
+$78K
$12.3M0.41% 62,300
-16,342
-21%
-$3.24M
$12.2M0.41% 35,737
-359
-1%
-$122K
$11.9M0.4% 170,557
+6,981
+4%
+$485K
$11.4M0.38% 27,197
-27,827
-51%
-$11.7M
$11.1M0.37%
+163,163
 New
+$11.1M
$10.9M0.37% 11,576
-629
-5%
-$595K
$10.8M0.36% 65,795
-801
-1%
-$132K
$10.7M0.36% 63,991
+13,598
+27%
+$2.27M
$10.6M0.36% 118,147
-144,224
-55%
-$12.9M
$10.6M0.36% 31,446
-744
-2%
-$251K
$10.6M0.36% 47,721
-1,374
-3%
-$305K
$10.6M0.36%
+47,237
 New
+$10.6M
$10.5M0.35% 88,669
-45,142
-34%
-$5.37M
$10.5M0.35% 208,517
+195,946
+1,559%
+$9.84M
$10.3M0.35% 103,910
-949
-0.9%
-$94.2K
$10.2M0.34%
+108,209
 New
+$10.2M
$10.1M0.34% 38,466
+35,859
+1,375%
+$9.39M
$10.1M0.34%
+67,754
 New
+$10.1M
$10M0.34%
+75,496
 New
+$10M
$9.94M0.33% 78,201
-46,883
-37%
-$5.96M
$9.79M0.33% 30,361
-8,323
-22%
-$2.68M
$9.77M0.33% 51,994
+20,370
+64%
+$3.83M
1 2345620