MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.37M 0.2%
36,626
-1,845
152
$5.28M 0.2%
23,077
+3,886
153
$5.2M 0.2%
76,139
+8,671
154
$5.14M 0.19%
+291,272
155
$5.12M 0.19%
22,043
+210
156
$5.01M 0.19%
45,501
+16,352
157
$4.98M 0.19%
85,635
-3,470
158
$4.77M 0.18%
48,895
+2,962
159
$4.73M 0.18%
13,761
-54,355
160
$4.69M 0.18%
45,675
+4,150
161
$4.65M 0.18%
82,173
+6,191
162
$4.65M 0.18%
20,884
-2,529
163
$4.6M 0.17%
14,887
-768
164
$4.5M 0.17%
124,959
+91,623
165
$4.43M 0.17%
41,960
+15,081
166
$4.28M 0.16%
20,557
+3,136
167
$4.25M 0.16%
+73,945
168
$4.24M 0.16%
18,991
-296
169
$4.21M 0.16%
78,336
+16,466
170
$4.2M 0.16%
+50,604
171
$4.2M 0.16%
40,392
+914
172
$4.2M 0.16%
26,235
-2,061
173
$4.19M 0.16%
89,119
+30,864
174
$4.19M 0.16%
140,244
-13,053
175
$4.15M 0.16%
95,903
+7,981
5 6
7
8 9