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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.4M 0.46%
85,121
-3,343
77
$14.4M 0.46%
133,811
+17,367
78
$14.3M 0.46%
28,229
-488
79
$14.2M 0.45%
+92,871
80
$14M 0.45%
19,678
-2,538
81
$13.9M 0.44%
27,865
-131
82
$13.7M 0.44%
+67,254
83
$13.6M 0.43%
64,664
+1,906
84
$13.5M 0.43%
66,518
-71,692
85
$13.4M 0.43%
23,473
+15,962
86
$13.3M 0.42%
36,096
-1,116
87
$12.3M 0.39%
20,574
+451
88
$12.3M 0.39%
85,165
-2,349
89
$12.1M 0.39%
49,095
-724
90
$12.1M 0.38%
29,944
+866
91
$11.9M 0.38%
87,292
-2,049
92
$11.9M 0.38%
+163,576
93
$11.8M 0.38%
82,883
-1,374
94
$11.8M 0.38%
+47,725
95
$11.8M 0.38%
307,130
-1,766
96
$11.8M 0.38%
24,510
+662
97
$11.4M 0.36%
38,043
-1
98
$11.2M 0.36%
44,101
+1,238
99
$11.2M 0.36%
12,205
+1,908
100
$10.9M 0.35%
32,190
-875
2 3
4
5 6