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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.05M 0.15%
21,036
-5,199
177
$4.01M 0.15%
7,687
-1,645
178
$3.88M 0.15%
39,460
-2,500
179
$3.83M 0.14%
47,363
+1,305
180
$3.82M 0.14%
8,148
-5,613
181
$3.71M 0.14%
78,058
-278
182
$3.7M 0.14%
113,429
-26,815
183
$3.64M 0.14%
26,380
+21,800
184
$3.56M 0.13%
7,409
+111
185
$3.43M 0.13%
+36,317
186
$3.43M 0.13%
95,651
+6,532
187
$3.39M 0.13%
102,645
-28,140
188
$3.17M 0.12%
32,440
-2,295
189
$3.15M 0.12%
15,169
-632
190
$3.14M 0.12%
22,732
+284
191
$3.14M 0.12%
20,281
+228
192
$3.09M 0.12%
12,128
+1,257
193
$3.03M 0.11%
219,052
+75,504
194
$2.96M 0.11%
17,071
-1,211
195
$2.93M 0.11%
11,965
-1,546
196
$2.83M 0.11%
80,985
-210,451
197
$2.75M 0.1%
29,691
+822
198
$2.72M 0.1%
8,927
-267
199
$2.67M 0.1%
38,558
-2,701
200
$2.65M 0.1%
68,930
+1,317
6 7
8
9 10