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
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.91M 0.26%
235,175
+10,855
127
$6.9M 0.26%
51,340
+29,014
128
$6.83M 0.26%
33,009
+681
129
$6.76M 0.26%
177,412
+97,783
130
$6.49M 0.25%
21,342
+607
131
$6.42M 0.24%
174,644
+160,594
132
$6.39M 0.24%
55,260
+7,916
133
$6.37M 0.24%
48,423
+26,321
134
$6.31M 0.24%
34,181
+4,694
135
$6.26M 0.24%
81,242
-8,780
136
$6.26M 0.24%
57,241
+7,091
137
$6.25M 0.24%
12,583
+890
138
$6.22M 0.24%
45,984
-3,073
139
$6.07M 0.23%
104,016
+7,302
140
$6.06M 0.23%
33,235
-3,412
141
$5.98M 0.23%
19,422
+7,144
142
$5.96M 0.23%
36,528
-4,917
143
$5.91M 0.22%
30,914
+8,813
144
$5.88M 0.22%
54,385
+2,056
145
$5.85M 0.22%
18,328
+1,160
146
$5.74M 0.22%
163,941
+13,738
147
$5.7M 0.22%
31,172
+1,298
148
$5.64M 0.21%
70,981
+4,849
149
$5.41M 0.2%
54,757
+31,309
150
$5.38M 0.2%
9,332
-570
4 5
6
7 8