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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12M 0.47%
113,388
+1,214
77
$12M 0.46%
+347,679
78
$12M 0.46%
+23,442
79
$11.9M 0.46%
172,290
-211
80
$11.8M 0.46%
713,710
-109,385
81
$11.7M 0.45%
252,543
+58
82
$11.5M 0.44%
56,369
+1,289
83
$11.5M 0.44%
205,072
+2,703
84
$11.4M 0.44%
51,606
-9,367
85
$11.3M 0.44%
86,328
+80,395
86
$11.3M 0.44%
43,417
-618
87
$11.2M 0.44%
152,573
+3,848
88
$11.1M 0.43%
411,341
-7,040
89
$11.1M 0.43%
63,652
+232
90
$10.9M 0.42%
+567,750
91
$10.9M 0.42%
+77,212
92
$10.9M 0.42%
152,667
+6,881
93
$10.6M 0.41%
+78,012
94
$10.5M 0.41%
141,496
-589
95
$10.4M 0.4%
+33,921
96
$10.4M 0.4%
70,147
+17,274
97
$10.2M 0.39%
192,084
-1,088
98
$10.2M 0.39%
23,223
+32
99
$10M 0.39%
80,542
+2,488
100
$10M 0.39%
92,384
+86,697
2 3
4
5 6