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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.4M 0.32%
220,955
-5,990
102
$10.3M 0.32%
56,484
-1,352
103
$9.83M 0.3%
47,082
-1,529
104
$9.81M 0.3%
107,604
-5,294
105
$9.61M 0.3%
93,716
-3,880
106
$9.58M 0.29%
33,065
-57,832
107
$9.5M 0.29%
40,341
+858
108
$9.45M 0.29%
121,994
+3,188
109
$9.18M 0.28%
383,221
-2,814
110
$9.18M 0.28%
51,970
-406
111
$9.13M 0.28%
10,297
-243
112
$9.06M 0.28%
71,834
-1,491
113
$8.95M 0.28%
54,566
+53,045
114
$8.91M 0.27%
228,704
-1,768
115
$8.87M 0.27%
17,063
+365
116
$8.86M 0.27%
+122,566
117
$8.75M 0.27%
66,700
-246
118
$8.68M 0.27%
48,524
-2,185
119
$8.61M 0.27%
26,731
-789
120
$8.48M 0.26%
+52,029
121
$8.44M 0.26%
239,277
-2,255
122
$8.39M 0.26%
117,834
-95,838
123
$8.24M 0.25%
31,152
-292
124
$8.23M 0.25%
109,317
-2,863
125
$8.17M 0.25%
85,120
+452
3 4
5
6 7