MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.75M0.33% 75,504
-7,379
-9%
-$953K
$9.69M0.33% 83,049
-4,243
-5%
-$495K
$9.62M0.32% 71,299
+1,805
+3%
+$244K
$9.59M0.32%
+43,428
 New
+$9.59M
$9.5M0.32% 126,554
+46,264
+58%
+$3.47M
$9.41M0.32%
+97,778
 New
+$9.41M
$9.25M0.31% 218,476
-6,760
-3%
-$286K
$9.16M0.31% 15,788
+109
+0.7%
+$63.2K
$9.1M0.31%
+139,448
 New
+$9.1M
$8.93M0.3% 32,776
-24,995
-43%
-$6.81M
$8.8M0.3% 87,764
+85,140
+3,245%
+$8.53M
$8.25M0.28% 93,618
+39,249
+72%
+$3.46M
$8.25M0.28%
+347,062
 New
+$8.25M
$8.14M0.27% 149,375
+76,610
+105%
+$4.18M
$8.13M0.27% 793,848
+55,121
+7%
+$564K
$8.07M0.27%
+87,875
 New
+$8.07M
$7.84M0.26%
+138,465
 New
+$7.84M
$7.84M0.26%
+461,800
 New
+$7.84M
$7.81M0.26% 9,453
+134
+1%
+$111K
$7.63M0.26% 20,655
+8,707
+73%
+$3.22M
$7.6M0.26% 34,213
+376
+1%
+$83.5K
$7.59M0.26%
+105,100
 New
+$7.59M
$7.49M0.25% 81,837
+74,019
+947%
+$6.77M
$7.47M0.25% 66,808
+290
+0.4%
+$32.4K
$7.46M0.25%
+97,496
 New
+$7.46M
1 3456720