MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.3M 0.44%
73,450
+117
77
$13.2M 0.43%
43,277
-1,894
78
$13.1M 0.43%
23,501
-1,973
79
$12.9M 0.43%
+81,757
80
$12.8M 0.42%
87,667
+474
81
$12.6M 0.42%
28,292
+803
82
$12.4M 0.41%
15,074
-168
83
$12.1M 0.4%
20,357
+6,706
84
$11.6M 0.38%
30,353
-16,237
85
$11.5M 0.38%
69,176
+428
86
$11.5M 0.38%
+55,110
87
$11.3M 0.37%
86,523
+34,466
88
$11.3M 0.37%
65,153
-675
89
$11.3M 0.37%
166,795
+1,166
90
$11.1M 0.37%
38,739
-246
91
$11.1M 0.37%
51,209
+9,276
92
$11.1M 0.37%
60,736
+2,698
93
$11.1M 0.37%
235,464
-597
94
$11.1M 0.36%
194,190
-368
95
$11M 0.36%
85,470
-986
96
$11M 0.36%
+175,242
97
$10.8M 0.35%
65,253
-17,600
98
$10.7M 0.35%
73,963
-1,714
99
$10.4M 0.34%
48,611
-1,293
100
$10.3M 0.34%
+42,680
2 3
4
5 6