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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.58M 0.2%
49,658
-4,521
152
$5.39M 0.19%
+854,241
153
$5.35M 0.19%
+568,017
154
$5.28M 0.19%
48,809
+230
155
$5.25M 0.19%
24,571
+172
156
$5.18M 0.18%
92,715
-112,357
157
$5.17M 0.18%
+189,642
158
$5.17M 0.18%
+35,465
159
$5.14M 0.18%
96,231
+1,308
160
$5.1M 0.18%
+526,526
161
$5.07M 0.18%
+588,818
162
$5.05M 0.18%
+104,264
163
$4.99M 0.18%
+170,458
164
$4.98M 0.18%
42,185
+35,452
165
$4.98M 0.18%
71,027
-158,509
166
$4.98M 0.18%
+73,386
167
$4.93M 0.18%
8,461
-187
168
$4.93M 0.18%
20,419
-711
169
$4.92M 0.18%
+1,758,118
170
$4.89M 0.17%
+76,307
171
$4.87M 0.17%
+153,997
172
$4.8M 0.17%
57,661
+1,102
173
$4.79M 0.17%
13,442
+1,161
174
$4.79M 0.17%
+93,352
175
$4.74M 0.17%
80,833
+1,262
5 6
7
8 9