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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.49M 0.36%
148,588
+5,123
102
$9.45M 0.35%
180,390
-15,060
103
$9.33M 0.35%
78,054
+3,150
104
$9.29M 0.35%
23,191
-841
105
$9.08M 0.34%
31,524
-3,140
106
$8.88M 0.33%
79,258
+5,156
107
$8.67M 0.33%
25,120
+285
108
$8.67M 0.33%
+43,091
109
$8.56M 0.32%
+52,873
110
$8.45M 0.32%
24,000
-445
111
$8.44M 0.32%
45,259
-2,337
112
$8.41M 0.32%
144,314
-2,545
113
$8.39M 0.31%
+111,004
114
$8.34M 0.31%
89,492
+6,132
115
$8.31M 0.31%
134,697
+5,179
116
$8.27M 0.31%
116,646
-4,693
117
$8.16M 0.31%
49,706
-987
118
$8.11M 0.3%
15,008
-62
119
$8.1M 0.3%
217,766
+40,354
120
$8.1M 0.3%
49,220
-2,120
121
$8M 0.3%
+207,305
122
$7.98M 0.3%
128,241
+4,369
123
$7.75M 0.29%
219,200
+784
124
$7.59M 0.28%
231,840
-3,335
125
$7.49M 0.28%
171,690
-2,954
3 4
5
6 7