MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.5M 0.51%
29,413
+2,593
77
$13.4M 0.51%
291,436
+1,379
78
$13.1M 0.49%
35,927
+539
79
$12.9M 0.49%
+201,270
80
$12.8M 0.48%
203,664
+7,203
81
$12.3M 0.46%
176,114
+49,780
82
$11.8M 0.45%
58,858
+5,608
83
$11.7M 0.44%
+147,972
84
$11.7M 0.44%
311,515
+3,190
85
$11.5M 0.44%
69,688
+9,089
86
$11.5M 0.43%
+324,802
87
$11.4M 0.43%
112,761
+2,840
88
$11.3M 0.43%
216,626
+575
89
$11.1M 0.42%
48,911
-35,685
90
$11M 0.42%
449,739
+112,083
91
$10.9M 0.41%
+203,396
92
$10.8M 0.41%
255,211
+64,582
93
$10.6M 0.4%
63,846
+2,247
94
$10.6M 0.4%
196,384
-21,096
95
$10.5M 0.4%
142,411
+16,148
96
$10.2M 0.39%
340,868
+184,573
97
$10.1M 0.38%
54,936
+27,065
98
$9.98M 0.38%
24,032
-31
99
$9.96M 0.38%
69,392
-191
100
$9.84M 0.37%
143,465
+14,473
2 3
4
5 6