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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.8M 0.35%
244,630
+1,810
102
$10.6M 0.34%
23,302
-147
103
$10.5M 0.34%
194,558
+745
104
$10.3M 0.33%
15,242
-101
105
$9.97M 0.32%
165,629
-3,049
106
$9.82M 0.32%
55,078
+17,751
107
$9.69M 0.31%
78,766
+47,303
108
$9.4M 0.3%
117,263
-6,799
109
$9.39M 0.3%
56,410
-21,726
110
$9.27M 0.3%
55,478
-1,933
111
$9.22M 0.3%
721,562
+390,601
112
$9.16M 0.3%
75,135
+2,129
113
$9.14M 0.3%
19,389
-712
114
$9.04M 0.29%
31,018
+1,223
115
$8.97M 0.29%
+57,186
116
$8.93M 0.29%
52,000
-2,804
117
$8.9M 0.29%
60,018
+17,833
118
$8.86M 0.29%
+35,902
119
$8.75M 0.28%
21,291
-32,196
120
$8.65M 0.28%
229,447
-5,024
121
$8.6M 0.28%
92,217
+124
122
$8.54M 0.28%
97,386
-1,262
123
$8.51M 0.28%
114,682
+3,558
124
$8.44M 0.27%
228,405
+1,655
125
$8.4M 0.27%
16,204
-946
3 4
5
6 7