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
$2.81B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$13.8M
4
IT icon
Gartner
IT
+$12.5M
5
INTC icon
Intel
INTC
+$12.2M

Top Sells

1
+$25.3M
2
+$22.5M
3
+$22.5M
4
HSY icon
Hershey
HSY
+$19.6M
5
REG icon
Regency Centers
REG
+$19.5M

Sector Composition

1 Industrials 18.69%
2 Technology 18.66%
3 Healthcare 12.26%
4 Financials 10.26%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.41M 0.12%
+71,768
202
$3.4M 0.12%
+44,275
203
$3.36M 0.12%
+155,275
204
$3.33M 0.12%
49,500
+18,045
205
$3.33M 0.12%
39,849
+599
206
$3.33M 0.12%
+25,510
207
$3.32M 0.12%
22,953
+236
208
$3.32M 0.12%
25,135
-2,840
209
$3.28M 0.12%
58,423
+1,447
210
$3.25M 0.12%
75,516
-1,770
211
$3.25M 0.12%
+155,897
212
$3.24M 0.12%
64,537
-135,708
213
$3.23M 0.12%
32,077
-2,245
214
$3.21M 0.11%
134,558
+62,184
215
$3.21M 0.11%
+20,735
216
$3.21M 0.11%
20,667
+3,166
217
$3.1M 0.11%
+168,401
218
$3.09M 0.11%
+46,260
219
$3.02M 0.11%
+39,709
220
$2.93M 0.1%
12,899
-125
221
$2.92M 0.1%
+3,628
222
$2.91M 0.1%
+13,519
223
$2.9M 0.1%
14,657
+193
224
$2.81M 0.1%
16,836
+10,542
225
$2.8M 0.1%
11,690
-486
7 8
9
10 11