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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.65M 0.12%
28,193
+11,013
202
$3.63M 0.12%
66,764
-69,924
203
$3.54M 0.11%
134,205
-353
204
$3.52M 0.11%
26,416
-39,406
205
$3.48M 0.11%
31,091
-986
206
$3.47M 0.11%
76,611
+33,875
207
$3.45M 0.11%
50,995
+1,495
208
$3.45M 0.11%
11,721
+31
209
$3.43M 0.11%
40,383
-3,892
210
$3.38M 0.11%
59,482
+1,059
211
$3.37M 0.11%
+17,627
212
$3.34M 0.11%
77,126
+1,610
213
$3.32M 0.11%
25,523
+13
214
$3.19M 0.1%
8,927
-73
215
$3.15M 0.1%
34,096
+575
216
$3.12M 0.1%
67,119
-120,086
217
$3.08M 0.1%
9,677
-41
218
$3.06M 0.1%
113,709
-60,690
219
$3.05M 0.1%
72,748
+24,796
220
$3.04M 0.1%
169,662
+1,261
221
$3M 0.1%
+180,346
222
$2.99M 0.1%
76,963
-43,093
223
$2.98M 0.1%
74,072
+2,304
224
$2.98M 0.1%
154,323
-1,574
225
$2.96M 0.1%
42,347
-3,913
7 8
9
10 11