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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.5M 0.45%
27,996
-296
77
$14.4M 0.44%
193,953
-237
78
$14.3M 0.44%
49,819
-1,390
79
$14.2M 0.44%
87,514
-153
80
$14M 0.43%
15,150
+76
81
$13.8M 0.43%
38,044
-695
82
$13.6M 0.42%
116,444
-84,632
83
$13.5M 0.42%
29,078
+459
84
$13.2M 0.41%
+35,920
85
$13.2M 0.41%
69,301
-421
86
$13.2M 0.41%
62,758
+2,022
87
$13M 0.4%
161,155
-5,640
88
$13M 0.4%
308,896
+73,432
89
$12.7M 0.39%
65,230
+77
90
$12.6M 0.39%
84,257
-1,213
91
$12.6M 0.39%
42,863
+183
92
$12.4M 0.38%
24,000
+499
93
$12.2M 0.37%
86,717
+194
94
$11.7M 0.36%
20,123
+220
95
$11.1M 0.34%
65,506
+253
96
$11M 0.34%
89,341
-2,603
97
$11M 0.34%
23,848
+299
98
$10.9M 0.34%
72,621
-1,342
99
$10.9M 0.33%
21,442
+1,085
100
$10.8M 0.33%
129,036
-79,968
2 3
4
5 6