MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.84M 0.37%
123,536
+8,660
102
$9.61M 0.36%
195,450
-3,300
103
$9.53M 0.36%
166,978
-1,669
104
$9.5M 0.36%
121,339
+27,847
105
$9.44M 0.36%
99,958
-3,224
106
$9.35M 0.35%
+28,686
107
$8.95M 0.34%
123,872
+3,900
108
$8.9M 0.34%
57,371
+6,435
109
$8.69M 0.33%
+74,904
110
$8.56M 0.32%
34,664
+190
111
$8.49M 0.32%
145,722
+11,934
112
$8.41M 0.32%
63,088
-1,428
113
$8.38M 0.32%
278,348
-37,160
114
$8.37M 0.32%
74,102
+22,291
115
$8.34M 0.32%
146,859
+760
116
$8.23M 0.31%
129,518
+13,056
117
$7.83M 0.3%
24,835
+7,719
118
$7.7M 0.29%
24,445
+9,015
119
$7.69M 0.29%
218,416
+131,521
120
$7.57M 0.29%
84,921
+61,677
121
$7.54M 0.29%
15,070
+7,008
122
$7.4M 0.28%
50,693
+2,501
123
$7.2M 0.27%
50,746
+10,299
124
$7.19M 0.27%
83,360
+5,766
125
$6.98M 0.26%
47,596
+2,116
3 4
5
6 7