MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
+$216M
Cap. Flow %
7.25%
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
$21.8M
4
$14.2M
5
$13M

Sector Composition

1Technology21.39%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.57%
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
1 5678920