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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.69M 0.15%
39,420
+12,773
177
$4.58M 0.15%
22,710
+530
178
$4.45M 0.14%
37,954
+2,393
179
$4.41M 0.14%
+37,542
180
$4.37M 0.14%
34,674
+1,787
181
$4.34M 0.14%
+23,456
182
$4.27M 0.14%
19,461
+1,236
183
$4.27M 0.14%
26,042
+278
184
$4.25M 0.14%
362,548
-7,432
185
$4.19M 0.13%
10,567
+389
186
$4.17M 0.13%
18,951
+504
187
$4.14M 0.13%
151,115
+1,179
188
$4.14M 0.13%
60,980
-41
189
$4.13M 0.13%
44,751
+1,632
190
$4.12M 0.13%
150,921
+44,814
191
$4.1M 0.13%
23,947
+414
192
$4.09M 0.13%
28,625
+480
193
$4.09M 0.13%
18,510
+139
194
$4M 0.13%
616,775
-85,025
195
$3.98M 0.13%
25,697
+1,251
196
$3.97M 0.13%
+141,805
197
$3.95M 0.13%
132,239
-4,635
198
$3.94M 0.13%
+190,708
199
$3.93M 0.13%
46,696
+33,685
200
$3.93M 0.13%
77,258
+821
6 7
8
9 10