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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.88M 0.16%
82,255
+1,422
177
$4.86M 0.16%
191,828
+2,186
178
$4.76M 0.15%
22,344
-2,029
179
$4.73M 0.15%
49,883
+1,074
180
$4.72M 0.15%
4,867
-38
181
$4.68M 0.15%
8,955
-373
182
$4.62M 0.15%
86,170
+3,267
183
$4.51M 0.15%
65,620
-35,366
184
$4.49M 0.15%
12,955
-29,575
185
$4.48M 0.15%
19,644
+727
186
$4.47M 0.14%
1,800,792
+42,674
187
$4.37M 0.14%
135,496
-74,453
188
$4.25M 0.14%
12,142
-1,377
189
$4.17M 0.14%
27,220
-471
190
$4.13M 0.13%
55,330
-86,211
191
$4.13M 0.13%
16,395
-3,113
192
$4.05M 0.13%
7,536
-1,056
193
$3.89M 0.13%
22,414
+1,040
194
$3.86M 0.13%
97,939
+1,892
195
$3.86M 0.12%
19,770
-965
196
$3.84M 0.12%
12,443
+4,300
197
$3.75M 0.12%
50,570
+22,276
198
$3.75M 0.12%
17,396
+5,079
199
$3.69M 0.12%
360,638
-228,180
200
$3.69M 0.12%
4,465
+837
6 7
8
9 10