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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.4M 0.28%
62,334
-754
127
$7.35M 0.28%
277,225
-1,123
128
$7.26M 0.27%
58,416
+3,156
129
$7.24M 0.27%
101,740
-2,276
130
$7.09M 0.27%
85,609
+688
131
$7.09M 0.27%
31,512
+598
132
$7.01M 0.26%
30,778
-2,231
133
$6.99M 0.26%
22,992
-85
134
$6.96M 0.26%
224,949
+214,519
135
$6.93M 0.26%
88,264
+85,531
136
$6.87M 0.26%
108,680
+103,391
137
$6.84M 0.26%
70,476
-505
138
$6.81M 0.26%
12,647
+64
139
$6.75M 0.25%
20,690
+1,268
140
$6.6M 0.25%
49,891
-855
141
$6.28M 0.24%
53,748
-1,009
142
$6.05M 0.23%
+329,424
143
$6M 0.23%
53,188
+4,765
144
$5.96M 0.22%
53,039
-1,346
145
$5.85M 0.22%
159,273
-4,668
146
$5.85M 0.22%
38,185
-7,799
147
$5.63M 0.21%
20,922
-420
148
$5.54M 0.21%
33,660
-521
149
$5.39M 0.2%
44,504
-997
150
$5.35M 0.2%
81,842
-3,793
4 5
6
7 8