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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.67M 0.14%
23,533
+482
177
$4.66M 0.14%
5,593
+367
178
$4.6M 0.14%
22,180
-71
179
$4.59M 0.14%
46,898
-31,745
180
$4.55M 0.14%
132,297
-17
181
$4.48M 0.14%
61,021
-1,628
182
$4.44M 0.14%
25,764
-3,564
183
$4.43M 0.14%
1,814,299
-18,871
184
$4.41M 0.14%
132,798
-2,621
185
$4.37M 0.13%
13,972
-524
186
$4.33M 0.13%
29,236
-171
187
$4.27M 0.13%
+35,561
188
$4.27M 0.13%
50,932
-8,889
189
$4.23M 0.13%
+53,923
190
$4.21M 0.13%
333,233
-117,966
191
$4.21M 0.13%
+31,677
192
$4.19M 0.13%
210,568
-861
193
$4.09M 0.13%
136,874
-1,060
194
$4.08M 0.13%
18,447
+251
195
$4.03M 0.12%
43,119
+2,011
196
$3.98M 0.12%
+17,374
197
$3.91M 0.12%
92,244
-1,152
198
$3.88M 0.12%
24,446
-110
199
$3.88M 0.12%
174,149
-1,786
200
$3.86M 0.12%
11,138
+158
6 7
8
9 10