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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.61M 0.12%
35,806
+1,710
202
$3.53M 0.12%
211,429
+31,083
203
$3.46M 0.11%
16,888
+493
204
$3.44M 0.11%
41,108
+725
205
$3.4M 0.11%
82,425
+9,677
206
$3.28M 0.11%
175,935
+6,273
207
$3.26M 0.11%
4,313
-152
208
$3.26M 0.11%
27,361
+141
209
$3.25M 0.11%
24,556
+3,486
210
$3.22M 0.11%
31,534
+516
211
$3.21M 0.11%
+18,226
212
$3.19M 0.1%
43,757
+1,410
213
$3.16M 0.1%
15,933
+1,381
214
$3.15M 0.1%
18,196
+569
215
$3.14M 0.1%
+93,322
216
$3.09M 0.1%
93,396
+16,785
217
$3.07M 0.1%
9,013
+86
218
$3.03M 0.1%
158,755
+4,432
219
$3.01M 0.1%
30,659
-432
220
$2.98M 0.1%
15,443
+2,938
221
$2.98M 0.1%
+38,690
222
$2.97M 0.1%
5,266
+163
223
$2.95M 0.1%
+20,966
224
$2.93M 0.1%
+147,354
225
$2.84M 0.09%
73,498
-3,465
7 8
9
10 11