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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.75M 0.18%
+507,731
152
$5.74M 0.18%
101,239
-3,383
153
$5.68M 0.18%
62,218
+102
154
$5.67M 0.18%
31,624
+14,250
155
$5.66M 0.18%
96,246
-21,588
156
$5.53M 0.18%
17,769
-238
157
$5.42M 0.17%
11,948
-19
158
$5.36M 0.17%
101,781
-2,484
159
$5.34M 0.17%
+106,058
160
$5.3M 0.17%
48,164
+552
161
$5.26M 0.17%
522,239
+173,937
162
$5.25M 0.17%
+103,679
163
$5.2M 0.17%
358,736
+25,503
164
$5.09M 0.16%
+32,779
165
$5.05M 0.16%
+83,518
166
$5.05M 0.16%
392,808
-20,462
167
$5.04M 0.16%
+42,182
168
$4.96M 0.16%
+54,369
169
$4.95M 0.16%
14,619
+647
170
$4.93M 0.16%
20,024
-990
171
$4.83M 0.15%
29,156
-671
172
$4.82M 0.15%
45,640
-143,723
173
$4.81M 0.15%
25,836
-3,400
174
$4.76M 0.15%
37,427
-2,191
175
$4.75M 0.15%
27,269
-1,073
5 6
7
8 9