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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.08M 0.27%
234,909
+9,960
127
$7.01M 0.27%
113,267
+4,587
128
$7.01M 0.27%
12,400
-247
129
$6.94M 0.27%
15,012
+4
130
$6.93M 0.27%
20,943
+253
131
$6.92M 0.27%
227,500
-4,340
132
$6.86M 0.27%
57,036
-1,380
133
$6.82M 0.26%
95,231
+6,967
134
$6.78M 0.26%
22,957
-35
135
$6.75M 0.26%
179,610
+7,920
136
$6.73M 0.26%
93,463
-2,480
137
$6.58M 0.25%
144,491
-68,400
138
$6.3M 0.24%
30,811
+33
139
$6.12M 0.24%
83,811
-1,798
140
$6.09M 0.24%
99,470
-2,270
141
$6.05M 0.23%
37,358
+22,103
142
$5.81M 0.23%
44,070
+3,876
143
$5.69M 0.22%
+805,413
144
$5.51M 0.21%
50,732
+841
145
$5.43M 0.21%
32,206
-78,317
146
$5.42M 0.21%
67,009
+3,095
147
$5.19M 0.2%
53,960
+921
148
$5.13M 0.2%
35,994
-2,191
149
$5.13M 0.2%
30,098
-243
150
$4.98M 0.19%
14,586
-216
4 5
6
7 8