MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
+$216M
Cap. Flow %
7.25%
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
$21.8M
4
$14.2M
5
$13M

Sector Composition

1Technology21.39%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.57%
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