MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
This Quarter Return
-2.13%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$57.6M
Cap. Flow %
-1.94%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$22.3M
4
$21.8M
5
$18M

Sector Composition

1Technology21.18%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.58%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$6.01M0.2%
+22,869
 New
+$6.01M
$5.97M0.2% 123,037
-89,970
-42%
-$4.37M
$5.94M0.2% 43,630
+21,207
+95%
+$2.89M
$5.82M0.2% 198,893
-16,365
-8%
-$479K
$5.82M0.2% 405,562
+12,754
+3%
+$183K
$5.76M0.19%
+122,091
 New
+$5.76M
$5.74M0.19% 95,506
-740
-0.8%
-$44.5K
$5.64M0.19% 15,378
+339
+2%
+$124K
$5.55M0.19%
+92,617
 New
+$5.55M
$5.47M0.18% 71,821
-117,060
-62%
-$8.91M
$5.43M0.18% 23,462
+752
+3%
+$174K
$5.42M0.18% 54,354
-3,920
-7%
-$391K
$5.36M0.18% 49,020
+6,838
+16%
+$748K
$5.32M0.18% 69,020
+36,583
+113%
+$2.82M
$5.28M0.18% 18,510
-1,635
-8%
-$467K
$5.16M0.17%
+16,928
 New
+$5.16M
$5.16M0.17% 22,264
-42,400
-66%
-$9.82M
$5.13M0.17%
+138,648
 New
+$5.13M
$5.11M0.17% 36,814
+4,035
+12%
+$561K
$5.11M0.17% 19,166
+656
+4%
+$175K
$5.1M0.17% 45,582
-58
-0.1%
-$6.48K
$5.05M0.17% 60,734
-1,484
-2%
-$123K
$5.03M0.17%
+83,276
 New
+$5.03M
$5M0.17% 18,627
-1,397
-7%
-$375K
$5M0.17% 31,189
+3,920
+14%
+$628K
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