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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.62M 0.1%
26,386
+1,490
202
$2.6M 0.1%
38,882
+813
203
$2.56M 0.1%
56,432
+1,654
204
$2.51M 0.09%
6,438
-121
205
$2.51M 0.09%
44,359
-3,292
206
$2.42M 0.09%
108,220
-12,453
207
$2.41M 0.09%
40,241
+2,170
208
$2.38M 0.09%
26,328
+1,368
209
$2.35M 0.09%
101,311
-8,044
210
$2.35M 0.09%
15,255
+432
211
$2.31M 0.09%
58,119
-14,487
212
$2.3M 0.09%
38,109
-588
213
$2.3M 0.09%
+58,624
214
$2.24M 0.08%
71,414
-18,963
215
$2.24M 0.08%
31,333
-453
216
$2.19M 0.08%
251,534
-17,249
217
$2.17M 0.08%
42,256
+2,034
218
$2.14M 0.08%
66,319
-17,203
219
$2.14M 0.08%
188,944
+30,372
220
$2.13M 0.08%
137,409
-16,083
221
$2.12M 0.08%
59,067
+1,807
222
$2.12M 0.08%
47,898
-403
223
$2.1M 0.08%
29,910
+1,229
224
$2.1M 0.08%
197,131
+7,543
225
$2.08M 0.08%
58,561
+2,352
7 8
9
10 11