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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.86M 0.19%
28,559
+13,902
152
$5.79M 0.19%
37,077
-61,120
153
$5.77M 0.19%
97,454
+1,223
154
$5.66M 0.18%
61,387
+21,538
155
$5.59M 0.18%
37,610
+2,145
156
$5.58M 0.18%
80,546
+7,160
157
$5.54M 0.18%
+19,470
158
$5.52M 0.18%
+70,277
159
$5.51M 0.18%
20,029
-390
160
$5.49M 0.18%
37,380
+1,632
161
$5.48M 0.18%
59,201
+1,540
162
$5.46M 0.18%
12,979
-463
163
$5.44M 0.18%
76,311
+4
164
$5.34M 0.17%
106,305
+2,041
165
$5.32M 0.17%
31,050
+1,988
166
$5.31M 0.17%
25,451
+8,615
167
$5.27M 0.17%
837,027
-17,214
168
$5.25M 0.17%
172,003
+1,545
169
$5.24M 0.17%
26,425
+5,758
170
$5.24M 0.17%
68,982
+1,307
171
$5.08M 0.16%
94,354
+1,002
172
$5.05M 0.16%
40,277
-1,717
173
$5.02M 0.16%
79,842
-700
174
$4.92M 0.16%
23,808
-3,527
175
$4.89M 0.16%
63,682
+2,420
5 6
7
8 9