MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.62M 0.1%
9,194
+711
202
$2.56M 0.1%
10,871
-23,477
203
$2.52M 0.1%
+120,673
204
$2.5M 0.09%
90,780
+609
205
$2.49M 0.09%
+24,896
206
$2.45M 0.09%
109,355
-5,560
207
$2.45M 0.09%
+153,492
208
$2.44M 0.09%
6,559
-211
209
$2.42M 0.09%
+67,613
210
$2.38M 0.09%
83,522
+13,830
211
$2.3M 0.09%
57,260
+10,805
212
$2.23M 0.08%
38,697
-923
213
$2.21M 0.08%
31,786
-566
214
$2.2M 0.08%
48,301
+10,048
215
$2.17M 0.08%
40,588
-1,785
216
$2.11M 0.08%
54,778
+21,525
217
$2.05M 0.08%
+11,891
218
$2.03M 0.08%
28,388
+21,489
219
$2.01M 0.08%
56,209
+16,625
220
$2M 0.08%
14,823
+3,522
221
$1.99M 0.08%
189,588
+37,994
222
$1.91M 0.07%
40,222
+22,017
223
$1.89M 0.07%
87,762
-3,064
224
$1.89M 0.07%
9,320
+7,132
225
$1.88M 0.07%
177,483
+39,525
7 8
9
10 11