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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.93M 0.26%
219,648
+1,545
127
$7.9M 0.26%
97,596
+210
128
$7.83M 0.26%
8,647
+432
129
$7.75M 0.25%
31,444
+426
130
$7.7M 0.25%
78,643
-123
131
$7.55M 0.25%
59,120
-81
132
$7.54M 0.25%
+241,532
133
$7.5M 0.25%
66,946
-1,239
134
$7.44M 0.24%
112,180
+41,903
135
$7.42M 0.24%
84,668
+2,592
136
$7.18M 0.24%
18,642
-246
137
$7.07M 0.23%
39,760
-517
138
$7.06M 0.23%
24,354
-478
139
$7.03M 0.23%
56,338
-111,040
140
$7.01M 0.23%
23,096
-23,560
141
$6.9M 0.23%
32,754
+1,704
142
$6.74M 0.22%
70,532
+2,123
143
$6.38M 0.21%
58,805
+3,395
144
$6.35M 0.21%
26,286
-580
145
$6.32M 0.21%
720,908
-11,392
146
$6.25M 0.21%
185,060
+87,121
147
$6.16M 0.2%
98,063
+609
148
$6.16M 0.2%
1,555
+814
149
$6.16M 0.2%
36,208
+2,913
150
$6.09M 0.2%
420,146
+4,880
4 5
6
7 8