MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.43M 0.34%
57,411
-2,395
102
$9.4M 0.33%
64,987
-71,815
103
$9.35M 0.33%
65,822
-1,328
104
$9.21M 0.33%
+189,210
105
$9.14M 0.33%
193,813
+14,203
106
$8.86M 0.32%
168,678
-4,326
107
$8.78M 0.31%
+284,159
108
$8.77M 0.31%
43,260
-1,719
109
$8.71M 0.31%
124,062
-7,330
110
$8.6M 0.31%
68,504
-1,876
111
$8.59M 0.31%
98,648
-822
112
$8.58M 0.31%
+511,472
113
$8.34M 0.3%
10,274
-12,183
114
$8.26M 0.29%
54,804
-2,232
115
$8.23M 0.29%
166,737
+22,246
116
$8.11M 0.29%
20,101
-842
117
$8.09M 0.29%
17,150
-16,885
118
$8.04M 0.29%
+216,942
119
$8.01M 0.29%
+358,867
120
$7.96M 0.28%
+234,471
121
$7.86M 0.28%
73,006
-6,781
122
$7.77M 0.28%
21,805
+7,219
123
$7.75M 0.28%
218,963
-329,060
124
$7.74M 0.28%
136,688
+112,694
125
$7.74M 0.28%
29,795
-1,016
3 4
5
6 7