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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.49M 0.1%
9,130
+203
202
$2.49M 0.1%
58,956
+395
203
$2.45M 0.09%
37,996
-113
204
$2.44M 0.09%
57,828
-796
205
$2.38M 0.09%
39,109
+551
206
$2.37M 0.09%
69,510
+580
207
$2.37M 0.09%
30,079
+388
208
$2.36M 0.09%
40,943
+702
209
$2.26M 0.09%
44,229
+15,076
210
$2.17M 0.08%
+14,464
211
$2.13M 0.08%
31,455
+122
212
$2.09M 0.08%
8,540
-3,588
213
$2.05M 0.08%
60,657
+1,590
214
$2.02M 0.08%
30,325
+415
215
$2.01M 0.08%
8,771
+5,236
216
$1.95M 0.08%
202,390
+5,259
217
$1.93M 0.07%
49,471
+1,573
218
$1.86M 0.07%
10,880
-42,308
219
$1.83M 0.07%
43,280
+1,024
220
$1.8M 0.07%
9,886
+685
221
$1.79M 0.07%
34,548
-2,541
222
$1.75M 0.07%
+17,999
223
$1.74M 0.07%
94,669
+32,388
224
$1.73M 0.07%
46,410
+16,082
225
$1.67M 0.06%
72,374
+2,325
7 8
9
10 11