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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.97M 0.15%
9,942
+6,605
177
$3.92M 0.15%
40,807
+1,347
178
$3.59M 0.14%
7,420
+11
179
$3.51M 0.14%
19,487
-1,549
180
$3.46M 0.13%
27,975
-2,464
181
$3.43M 0.13%
21,040
+759
182
$3.27M 0.13%
58,343
-289,200
183
$3.1M 0.12%
6,312
-126
184
$3.06M 0.12%
77,286
+27,305
185
$3.06M 0.12%
22,717
-15
186
$3.05M 0.12%
34,757
+1,097
187
$3.02M 0.12%
108,743
-20,903
188
$2.98M 0.12%
34,322
-1,995
189
$2.97M 0.12%
+37,262
190
$2.95M 0.11%
+7,948
191
$2.85M 0.11%
60,075
+5,452
192
$2.79M 0.11%
27,106
+778
193
$2.78M 0.11%
12,176
+211
194
$2.77M 0.11%
216,329
+27,385
195
$2.73M 0.11%
21,079
+157
196
$2.72M 0.11%
39,250
+368
197
$2.71M 0.1%
17,501
+7,651
198
$2.62M 0.1%
13,024
-2,145
199
$2.57M 0.1%
56,976
+544
200
$2.55M 0.1%
15,614
-1,457
6 7
8
9 10