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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.8M 0.48%
260,283
-29,350
77
$12.8M 0.48%
171,578
-55,950
78
$12.7M 0.48%
173,917
-2,197
79
$12.5M 0.47%
252,485
-2,726
80
$12.5M 0.47%
28,026
-1,387
81
$12.3M 0.46%
112,174
-587
82
$12.1M 0.45%
148,725
+753
83
$12.1M 0.45%
58,987
+129
84
$11.6M 0.44%
341,352
+484
85
$11.3M 0.42%
95,943
-4,015
86
$11.3M 0.42%
44,035
-4,876
87
$11.1M 0.42%
193,172
-3,212
88
$11M 0.41%
142,085
-3,637
89
$10.9M 0.41%
145,786
+3,375
90
$10.9M 0.41%
63,420
-426
91
$10.9M 0.41%
55,080
+144
92
$10.6M 0.4%
418,381
-31,358
93
$10.3M 0.39%
212,891
-3,735
94
$10.1M 0.38%
115,049
-95,432
95
$10.1M 0.38%
323,391
-1,411
96
$10M 0.38%
59,863
+2,492
97
$9.97M 0.37%
199,442
-3,954
98
$9.86M 0.37%
28,141
-545
99
$9.66M 0.36%
67,343
-2,049
100
$9.56M 0.36%
126,580
+3,044
2 3
4
5 6