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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.38M 0.24%
49,407
+9,686
127
$7.34M 0.23%
21,946
+21,107
128
$7.29M 0.23%
24,948
-263
129
$7.28M 0.23%
88,062
-7,056
130
$7.19M 0.23%
9,319
+492
131
$7.13M 0.23%
229,592
-9,685
132
$7.11M 0.23%
92,414
-1,302
133
$7.06M 0.23%
52,224
+11,351
134
$6.92M 0.22%
80,684
+18,255
135
$6.88M 0.22%
96,381
-1,986
136
$6.54M 0.21%
15,039
+633
137
$6.45M 0.21%
33,009
-3,054
138
$6.27M 0.2%
56,621
-7
139
$6.18M 0.2%
20,145
-143
140
$6.17M 0.2%
107,528
-502
141
$6.15M 0.2%
23,598
-3,133
142
$6.14M 0.2%
83,133
-216
143
$6.14M 0.2%
80,290
-559
144
$6.11M 0.19%
750,103
-15,023
145
$6.01M 0.19%
165,543
-4,829
146
$5.99M 0.19%
19,113
+28
147
$5.89M 0.19%
16,910
-117
148
$5.89M 0.19%
97,207
-12,110
149
$5.8M 0.19%
58,274
+284
150
$5.77M 0.18%
254,710
+21,334
4 5
6
7 8