MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.14M 0.16%
130,785
+23,458
177
$4.09M 0.15%
22,042
+10,025
178
$3.92M 0.15%
28,212
+16,387
179
$3.89M 0.15%
15,075
-2,489
180
$3.8M 0.14%
43,733
+9,550
181
$3.63M 0.14%
119,641
+13,751
182
$3.53M 0.13%
20,053
+2,823
183
$3.38M 0.13%
+34,735
184
$3.3M 0.12%
+46,058
185
$3.23M 0.12%
13,511
+3,111
186
$3.22M 0.12%
7,298
+1,300
187
$3.14M 0.12%
65,506
-30,150
188
$3.13M 0.12%
+18,282
189
$3.11M 0.12%
15,801
+8,797
190
$3.08M 0.12%
52,248
+16,056
191
$3.01M 0.11%
72,606
-7,098
192
$2.95M 0.11%
90,377
+8,367
193
$2.92M 0.11%
38,069
+6,342
194
$2.9M 0.11%
99,155
-45,673
195
$2.83M 0.11%
+22,448
196
$2.77M 0.1%
135,938
-40,667
197
$2.76M 0.1%
+47,651
198
$2.68M 0.1%
28,869
+6,023
199
$2.68M 0.1%
268,783
+39,399
200
$2.65M 0.1%
41,259
+31,968
6 7
8
9 10