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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.3M 0.46%
29,449
+208
77
$13.9M 0.45%
73,333
-493
78
$13.8M 0.45%
+34,185
79
$13.8M 0.45%
87,193
+636
80
$13.6M 0.44%
213,460
+2,881
81
$13.4M 0.44%
58,038
+121
82
$13.4M 0.43%
88,902
+3,250
83
$13.2M 0.43%
204,790
-5,322
84
$13M 0.42%
4,132
+80
85
$12.9M 0.42%
236,061
-3,717
86
$12.9M 0.42%
25,474
+2,511
87
$12.8M 0.42%
21,131
+2,210
88
$12.6M 0.41%
68,748
+229
89
$11.8M 0.38%
86,456
-82
90
$11.7M 0.38%
27,489
+618
91
$11.6M 0.37%
75,677
-1,540
92
$11.4M 0.37%
27,345
+438
93
$11.4M 0.37%
41,933
-1,327
94
$11.4M 0.37%
191,817
-2,192
95
$11.3M 0.37%
+68,774
96
$11.3M 0.37%
38,985
-11,992
97
$11.2M 0.36%
49,904
+381
98
$11.1M 0.36%
65,828
+255
99
$11M 0.36%
623,800
+112,328
100
$10.8M 0.35%
388,338
-28,102
2 3
4
5 6