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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.3M 0.34%
522,331
-1,490
102
$10.3M 0.34%
386,035
-2,303
103
$9.87M 0.32%
167,107
+62,423
104
$9.84M 0.32%
91,944
-273
105
$9.83M 0.32%
69,722
+948
106
$9.66M 0.32%
39,483
+3,581
107
$9.61M 0.32%
23,549
+247
108
$9.59M 0.32%
19,903
-20,871
109
$9.5M 0.31%
73,325
+13,307
110
$9.34M 0.31%
55,726
+648
111
$9.28M 0.31%
226,945
-1,460
112
$9.21M 0.3%
112,898
-4,365
113
$9.05M 0.3%
16,698
+494
114
$8.99M 0.3%
52,376
-352
115
$8.96M 0.29%
10,540
-291
116
$8.93M 0.29%
51,032
-968
117
$8.81M 0.29%
+5,920
118
$8.75M 0.29%
75,898
+763
119
$8.6M 0.28%
27,520
+8,050
120
$8.39M 0.28%
57,836
+1,426
121
$8.36M 0.28%
118,806
+4,124
122
$8.26M 0.27%
230,472
+1,025
123
$8.13M 0.27%
41,332
+23,936
124
$8.08M 0.27%
50,709
+710
125
$7.99M 0.26%
120,952
+204
3 4
5
6 7