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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.9M 0.35%
66,596
+1,366
102
$10.7M 0.34%
134,125
-87,564
103
$10.5M 0.34%
104,859
-2,745
104
$10.4M 0.33%
213,007
-245,584
105
$10.4M 0.33%
125,798
+3,804
106
$10.1M 0.32%
+1,068,698
107
$10M 0.32%
69,494
+17,465
108
$9.28M 0.3%
15,679
+529
109
$9.09M 0.29%
50,393
-1,577
110
$8.58M 0.27%
215,258
-5,697
111
$8.47M 0.27%
33,837
+1,104
112
$8.29M 0.26%
48,827
+303
113
$8.12M 0.26%
71,220
-614
114
$8.1M 0.26%
225,236
-3,468
115
$8.04M 0.26%
51,353
-1,059
116
$8M 0.26%
22,376
-595
117
$7.92M 0.25%
93,667
+39,744
118
$7.86M 0.25%
68,539
-4,082
119
$7.83M 0.25%
121,082
-7,954
120
$7.78M 0.25%
23,263
-289
121
$7.72M 0.25%
1,553
-22
122
$7.65M 0.24%
738,727
+723,068
123
$7.52M 0.24%
56,969
+485
124
$7.46M 0.24%
+117,056
125
$7.39M 0.24%
65,589
-1,111
3 4
5
6 7