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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.34M 0.2%
18,342
+14
152
$5.31M 0.2%
19,979
-578
153
$5.06M 0.19%
29,152
-7,376
154
$5.04M 0.19%
21,386
-657
155
$4.95M 0.19%
30,341
-831
156
$4.87M 0.18%
26,269
-6,966
157
$4.86M 0.18%
40,194
-198
158
$4.83M 0.18%
81,127
-1,046
159
$4.72M 0.18%
48,036
-859
160
$4.65M 0.17%
42,809
-924
161
$4.63M 0.17%
+191,259
162
$4.62M 0.17%
+128,414
163
$4.62M 0.17%
46,009
+334
164
$4.61M 0.17%
62,121
-19,121
165
$4.61M 0.17%
14,802
-273
166
$4.54M 0.17%
54,316
+3,712
167
$4.52M 0.17%
55,771
-1,470
168
$4.48M 0.17%
94,307
-1,596
169
$4.43M 0.17%
63,914
-12,225
170
$4.38M 0.16%
129,646
+4,687
171
$4.35M 0.16%
30,439
-6,187
172
$4.28M 0.16%
73,651
-294
173
$4.23M 0.16%
31,975
+3,763
174
$4.15M 0.16%
22,333
+291
175
$4.14M 0.16%
12,130
-2,757
5 6
7
8 9