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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.96M 0.18%
413,270
-6,876
152
$5.94M 0.18%
190,673
-1,721
153
$5.91M 0.18%
701,800
-19,108
154
$5.88M 0.18%
20,288
+290
155
$5.71M 0.18%
29,827
+228
156
$5.66M 0.17%
108,030
+809
157
$5.62M 0.17%
765,126
-1,753
158
$5.62M 0.17%
19,085
-818
159
$5.61M 0.17%
14,406
+2,209
160
$5.56M 0.17%
39,618
-287
161
$5.56M 0.17%
39,721
-39
162
$5.51M 0.17%
17,027
-3,069
163
$5.47M 0.17%
52,465
-373
164
$5.46M 0.17%
28,145
-277
165
$5.38M 0.17%
47,612
+545
166
$5.23M 0.16%
130,905
+2,416
167
$5.15M 0.16%
11,967
-50
168
$5.08M 0.16%
32,887
-93
169
$5.05M 0.16%
834,545
-5,597
170
$4.97M 0.15%
233,376
+74,621
171
$4.9M 0.15%
27,433
+10,545
172
$4.87M 0.15%
20,484
+120
173
$4.84M 0.15%
21,947
-19,385
174
$4.81M 0.15%
21,014
-82
175
$4.76M 0.15%
36,518
-19,208
5 6
7
8 9