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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.17M 0.25%
74,965
-933
127
$7.82M 0.24%
8,827
+180
128
$7.64M 0.24%
119,505
-1,447
129
$7.63M 0.23%
32,733
-21
130
$7.44M 0.23%
56,628
+290
131
$7.39M 0.23%
36,063
-145
132
$7.33M 0.23%
18,007
-635
133
$7.3M 0.22%
22,971
+109
134
$7.2M 0.22%
57,990
-1,130
135
$7.17M 0.22%
52,412
+1,994
136
$6.94M 0.21%
25,211
-1,075
137
$6.94M 0.21%
62,116
+178
138
$6.89M 0.21%
98,367
+304
139
$6.8M 0.21%
104,622
-1,531
140
$6.63M 0.2%
1,575
+20
141
$6.47M 0.2%
+23,854
142
$6.45M 0.2%
+62,429
143
$6.45M 0.2%
23,552
-55,715
144
$6.41M 0.2%
28,342
-48,801
145
$6.39M 0.2%
83,349
+548
146
$6.37M 0.2%
+40,873
147
$6.31M 0.19%
+80,849
148
$6.31M 0.19%
95,118
-812
149
$6.23M 0.19%
170,372
-2,454
150
$6.1M 0.19%
104,265
-150
4 5
6
7 8