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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.63M 0.16%
67,675
+666
177
$4.57M 0.16%
9,328
-614
178
$4.49M 0.16%
71,451
-57,414
179
$4.45M 0.16%
80,542
+65,077
180
$4.43M 0.16%
174,399
-20,634
181
$4.42M 0.16%
82,903
+708
182
$4.42M 0.16%
18,917
+331
183
$4.41M 0.16%
61,262
+1,187
184
$4.39M 0.16%
120,056
-12,842
185
$4.37M 0.16%
24,373
-1,769
186
$4.35M 0.15%
27,335
-3,120
187
$4.19M 0.15%
35,748
+991
188
$3.98M 0.14%
8,592
-1,033
189
$3.91M 0.14%
21,374
+334
190
$3.82M 0.14%
+31,463
191
$3.76M 0.13%
+330,961
192
$3.71M 0.13%
4,905
+4,500
193
$3.7M 0.13%
+41,994
194
$3.62M 0.13%
21,315
-2,215
195
$3.58M 0.13%
27,691
+585
196
$3.58M 0.13%
+19,508
197
$3.5M 0.12%
45,838
-126,452
198
$3.48M 0.12%
+11,618
199
$3.47M 0.12%
96,047
-3,290
200
$3.46M 0.12%
44,338
-241,193
6 7
8
9 10