MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
+$216M
Cap. Flow %
7.25%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$21.8M
4
$14.2M
5
$13M

Sector Composition

1Technology21.39%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.57%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.95M0.17%105,168 New
+$4.95M
$4.86M0.16%178,973
+37,168
+26%
+$1.01M
$4.85M0.16%19,501
+550
+3%
+$137K
$4.84M0.16%112,693 New
+$4.84M
$4.76M0.16%10,966
+399
+4%
+$173K
$4.74M0.16%30,171
+1,015
+3%
+$159K
$4.73M0.16%661,347
+44,572
+7%
+$319K
$4.73M0.16%539,573
+17,334
+3%
+$152K
$4.69M0.16%43,900
+14,896
+51%
+$1.59M
$4.67M0.16%29,230
+3,188
+12%
+$510K
$4.66M0.16%301,575
-57,161
-16%
-$884K
$4.64M0.16%340,440
-22,108
-6%
-$301K
$4.62M0.16%64,554
+22,704
+54%
+$1.63M
$4.6M0.15%77,290
-23,949
-24%
-$1.43M
$4.53M0.15%823,756
+113,618
+16%
+$625K
$4.49M0.15%28,024 New
+$4.49M
$4.47M0.15%156,813
+5,698
+4%
+$163K
$4.44M0.15%60,276
-704
-1%
-$51.9K
$4.42M0.15%95,417
-964
-1%
-$44.7K
$4.38M0.15%14,353
-3,416
-19%
-$1.04M
$4.34M0.15%1,863,326
+157,817
+9%
+$368K
$4.27M0.14%45,025
-3,139
-7%
-$297K
$4.22M0.14%48,452
+2,330
+5%
+$203K
$4.2M0.14%216,194
+1,574
+0.7%
+$30.6K
$4.19M0.14%149,732
-1,189
-0.8%
-$33.2K
1 67891020