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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.05M 0.2%
451,199
-77,114
152
$5.87M 0.19%
29,328
+2,903
153
$5.84M 0.19%
106,153
-152
154
$5.82M 0.19%
+104,415
155
$5.82M 0.19%
47,067
-49
156
$5.81M 0.19%
107,221
+61,099
157
$5.77M 0.19%
22,862
+244
158
$5.69M 0.19%
61,938
+551
159
$5.57M 0.18%
20,096
+8,375
160
$5.55M 0.18%
+132,314
161
$5.49M 0.18%
19,998
+354
162
$5.47M 0.18%
82,801
+546
163
$5.45M 0.18%
95,930
+1,576
164
$5.35M 0.18%
172,826
+823
165
$5.34M 0.18%
5,226
+359
166
$5.34M 0.18%
128,489
+2,954
167
$5.22M 0.17%
19,903
-126
168
$5.2M 0.17%
50,418
+535
169
$5.14M 0.17%
+52,838
170
$5.03M 0.17%
39,905
+2,295
171
$4.99M 0.16%
29,599
+1,040
172
$4.89M 0.16%
23,563
-245
173
$4.89M 0.16%
36,007
+401
174
$4.77M 0.16%
192,394
+566
175
$4.75M 0.16%
68,909
-73
5 6
7
8 9