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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.91M 0.12%
+93,217
202
$3.86M 0.12%
5,572
-21
203
$3.71M 0.12%
47,730
+40,622
204
$3.64M 0.12%
166,245
-7,904
205
$3.61M 0.12%
+94,039
206
$3.54M 0.11%
46,122
+1,905
207
$3.54M 0.11%
114,555
+5,167
208
$3.52M 0.11%
+96,640
209
$3.52M 0.11%
781,152
-53,393
210
$3.46M 0.11%
22,054
+791
211
$3.46M 0.11%
32,437
+453
212
$3.41M 0.11%
92,669
+4,139
213
$3.34M 0.11%
36,157
+1,773
214
$3.33M 0.11%
214,620
+4,052
215
$3.32M 0.11%
43,119
+765
216
$3.31M 0.11%
105,871
+5,376
217
$3.31M 0.11%
17,001
-10,432
218
$3.31M 0.11%
82,700
+1,389
219
$3.31M 0.11%
+61,919
220
$3.3M 0.11%
72,765
+67,411
221
$3.26M 0.1%
9,059
+12
222
$3.23M 0.1%
+22,423
223
$3.19M 0.1%
+48,720
224
$3.16M 0.1%
1,705,509
-108,790
225
$3.05M 0.1%
+6,568
7 8
9
10 11