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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.98M 0.19%
332,182
+113,130
152
$4.93M 0.19%
19,614
-365
153
$4.74M 0.18%
46,385
+376
154
$4.7M 0.18%
27,433
-68,899
155
$4.69M 0.18%
54,179
+431
156
$4.65M 0.18%
8,648
+500
157
$4.62M 0.18%
132,898
+4,484
158
$4.6M 0.18%
195,033
+3,774
159
$4.52M 0.17%
48,579
+543
160
$4.47M 0.17%
94,923
+616
161
$4.46M 0.17%
18,586
+244
162
$4.45M 0.17%
24,399
+2,066
163
$4.42M 0.17%
21,130
-256
164
$4.38M 0.17%
28,053
+1,673
165
$4.37M 0.17%
79,571
+1,513
166
$4.3M 0.17%
12,281
+151
167
$4.24M 0.16%
30,455
-80,489
168
$4.19M 0.16%
9,625
-46,366
169
$4.18M 0.16%
56,559
+788
170
$4.17M 0.16%
79,396
+5,745
171
$4.1M 0.16%
43,267
+458
172
$4.08M 0.16%
82,195
+1,068
173
$4.02M 0.16%
99,337
-3,308
174
$3.99M 0.15%
23,530
-2,739
175
$3.99M 0.15%
26,142
-3,010
5 6
7
8 9