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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.71M 0.27%
11,685
-715
127
$7.57M 0.27%
226,750
-750
128
$7.45M 0.27%
22,624
-333
129
$7.4M 0.26%
111,124
-706
130
$7.3M 0.26%
48,616
-2,240
131
$7.28M 0.26%
49,523
-1,209
132
$7.23M 0.26%
19,331
-283
133
$7.06M 0.25%
12,941
+5,521
134
$6.97M 0.25%
92,093
-1,370
135
$6.73M 0.24%
83,978
-11,253
136
$6.71M 0.24%
100,986
-12,281
137
$6.71M 0.24%
420,324
+88,142
138
$6.55M 0.23%
209,949
-24,960
139
$6.53M 0.23%
53,384
-576
140
$6.4M 0.23%
134,000
-12,511
141
$6.36M 0.23%
752,189
-53,224
142
$6.23M 0.22%
+66,904
143
$6.2M 0.22%
37,327
-31
144
$6.08M 0.22%
36,886
+892
145
$5.96M 0.21%
29,103
-995
146
$5.78M 0.21%
46,869
+484
147
$5.65M 0.2%
75,544
-153,559
148
$5.64M 0.2%
31,569
+3,516
149
$5.64M 0.2%
20,586
+12,046
150
$5.6M 0.2%
29,062
+1,629
4 5
6
7 8