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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.64M 0.37%
28,062
-79
102
$9.57M 0.37%
150,395
+1,807
103
$9.24M 0.36%
215,792
+56,519
104
$9.22M 0.36%
173,004
-7,386
105
$9.18M 0.36%
+278,576
106
$8.75M 0.34%
89,371
-121
107
$8.67M 0.34%
24,945
+945
108
$8.64M 0.33%
200,245
+803
109
$8.6M 0.33%
146,602
+35,598
110
$8.57M 0.33%
59,806
-57
111
$8.51M 0.33%
255,213
+37,447
112
$8.43M 0.33%
241,513
+22,313
113
$8.4M 0.33%
27,992
+25,322
114
$8.37M 0.32%
79,787
+529
115
$8.33M 0.32%
131,392
-3,305
116
$8.24M 0.32%
48,380
-1,326
117
$7.99M 0.31%
31,320
-204
118
$7.7M 0.3%
50,856
+1,636
119
$7.6M 0.29%
+111,830
120
$7.49M 0.29%
44,979
-280
121
$7.44M 0.29%
128,865
+624
122
$7.3M 0.28%
114,021
-243,062
123
$7.25M 0.28%
146,511
+2,197
124
$7.21M 0.28%
70,380
-96
125
$7.15M 0.28%
67,150
-193
3 4
5
6 7