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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.85M 0.12%
34,384
-1,422
202
$3.82M 0.12%
10,178
+82
203
$3.82M 0.12%
4,308
-5
204
$3.79M 0.12%
18,371
+145
205
$3.77M 0.12%
20,888
-52,562
206
$3.77M 0.12%
369,980
-1,744
207
$3.76M 0.12%
26,647
-714
208
$3.71M 0.11%
7,511
+12
209
$3.65M 0.11%
81,311
-1,114
210
$3.59M 0.11%
70,827
+1,918
211
$3.53M 0.11%
43,250
-88,910
212
$3.48M 0.11%
44,217
+460
213
$3.41M 0.1%
21,263
+297
214
$3.4M 0.1%
348,302
+585
215
$3.4M 0.1%
18,225
+2,782
216
$3.36M 0.1%
76,437
+1,109
217
$3.35M 0.1%
31,984
+450
218
$3.32M 0.1%
60,372
+46,547
219
$3.31M 0.1%
149,936
+2,582
220
$3.29M 0.1%
15,288
-645
221
$3.27M 0.1%
9,047
+34
222
$3.22M 0.1%
42,354
+903
223
$3.09M 0.1%
93,505
+183
224
$3.08M 0.09%
+63,595
225
$3.07M 0.09%
+88,530
7 8
9
10 11