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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.75M 0.16%
22,251
-93
177
$4.71M 0.15%
12,197
+3,242
178
$4.57M 0.15%
+20,364
179
$4.51M 0.15%
59,821
+9,251
180
$4.46M 0.15%
840,142
+3,115
181
$4.45M 0.15%
213,046
+88,855
182
$4.39M 0.14%
12,017
-125
183
$4.38M 0.14%
7,499
-37
184
$4.29M 0.14%
62,649
-2,971
185
$4.27M 0.14%
135,419
-77
186
$4.26M 0.14%
21,096
+1,326
187
$4.01M 0.13%
371,724
+11,086
188
$3.97M 0.13%
137,934
+3,729
189
$3.97M 0.13%
347,717
-194,029
190
$3.95M 0.13%
23,051
+637
191
$3.93M 0.13%
28,422
+2,971
192
$3.9M 0.13%
178,676
+89,436
193
$3.86M 0.13%
14,496
+2,053
194
$3.85M 0.13%
10,096
+419
195
$3.8M 0.13%
32,980
+4,787
196
$3.78M 0.12%
+766,879
197
$3.76M 0.12%
1,833,170
+32,378
198
$3.75M 0.12%
1,266
-2,866
199
$3.7M 0.12%
29,407
+8,556
200
$3.63M 0.12%
10,980
-48,300
6 7
8
9 10