MWM

Moran Wealth Management Portfolio holdings

AUM $2.97B
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
+$216M
Cap. Flow %
7.25%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

1
$19.1M
2
$15.1M
3
$14M
4
$11.8M
5
$11.1M

Top Sells

1
$24.2M
2
$22.4M
3
$21.8M
4
$14.2M
5
$13M

Sector Composition

1Technology21.39%
2Industrials18.76%
3Financials14.18%
4Consumer Discretionary10.57%
5Healthcare9.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.13M0.14%39,419
+1,992
+5%
+$209K
$4.08M0.14%129,372
-2,867
-2%
-$90.4K
$4.05M0.14%13,271
+10,794
+436%
+$3.3M
$4.02M0.14%35,220 New
+$4.02M
$4.02M0.14%23,082
-865
-4%
-$151K
$3.99M0.13%38,396
+442
+1%
+$46K
$3.98M0.13%58,072 New
+$3.98M
$3.91M0.13%97,470
+4,801
+5%
+$192K
$3.89M0.13%232,908
+115,840
+99%
+$1.93M
$3.86M0.13%2,691
+2,521
+1,483%
+$3.61M
$3.85M0.13%39,845 New
+$3.85M
$3.82M0.13%30,604
+1,979
+7%
+$247K
$3.8M0.13%35,943
+1,269
+4%
+$134K
$3.72M0.13%5,617
+45
+0.8%
+$29.8K
$3.7M0.12%37,711
-1,709
-4%
-$168K
$3.7M0.12%81,525
-1,175
-1%
-$53.3K
$3.69M0.12%21,924
-3,912
-15%
-$658K
$3.67M0.12%147,520
-107,190
-42%
-$2.67M
$3.66M0.12%633,604
-116,499
-16%
-$672K
$3.64M0.12%191,278
+570
+0.3%
+$10.8K
$3.61M0.12%10,358
-4,261
-29%
-$1.49M
$3.55M0.12%61,181
-738
-1%
-$42.8K
$3.51M0.12%23,640
+1,586
+7%
+$235K
$3.48M0.12%45,590
-3,817
-8%
-$292K
$3.46M0.12%47,037
+2,286
+5%
+$168K
1 789101120