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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.39M 0.27%
68,185
-319
127
$8.35M 0.27%
104,684
+82,096
128
$8.32M 0.27%
18,888
-443
129
$8.28M 0.27%
49,999
+1,383
130
$8.22M 0.27%
218,103
-860
131
$8.14M 0.26%
52,728
-656
132
$8.1M 0.26%
+120,748
133
$7.94M 0.26%
10,831
-854
134
$7.8M 0.25%
13,651
+12,765
135
$7.31M 0.24%
+55,410
136
$7.22M 0.23%
26,866
-2,237
137
$7.08M 0.23%
68,409
+1,505
138
$6.82M 0.22%
52,057
+2,399
139
$6.8M 0.22%
22,618
-6
140
$6.7M 0.22%
125,535
-8,465
141
$6.53M 0.21%
24,832
+261
142
$6.39M 0.21%
8,215
-246
143
$6.32M 0.2%
415,266
-5,058
144
$6.29M 0.2%
35,606
+12,653
145
$6.22M 0.2%
528,313
+1,787
146
$6.12M 0.2%
33,295
+1,726
147
$6.08M 0.2%
47,116
+247
148
$5.95M 0.19%
541,746
-26,271
149
$5.95M 0.19%
82,076
+40,588
150
$5.92M 0.19%
732,300
-19,889
4 5
6
7 8