MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.8M
3
+$16.8M
4
SRE icon
Sempra
SRE
+$16.5M
5
HUM icon
Humana
HUM
+$15.1M

Top Sells

1
+$111M
2
+$101M
3
+$57.8M
4
ABBV icon
AbbVie
ABBV
+$20.6M
5
FTNT icon
Fortinet
FTNT
+$18.8M

Sector Composition

1 Industrials 16.79%
2 Healthcare 14.19%
3 Technology 11.82%
4 Financials 10.34%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.7M 1.65%
171,763
-2,518
2
$42.1M 1.59%
200,392
-10,004
3
$39M 1.48%
490,674
-4,146
4
$37.8M 1.43%
205,414
-1,458
5
$37.3M 1.41%
111,053
+4,909
6
$37.2M 1.41%
78,679
-3,706
7
$36.6M 1.38%
319,078
-1,041
8
$36.2M 1.37%
330,286
+26,798
9
$33.5M 1.27%
216,379
+44,619
10
$33.5M 1.27%
199,452
+166,552
11
$31M 1.17%
524,278
+1,286
12
$30.6M 1.16%
358,210
+6,292
13
$29.4M 1.11%
276,800
-7,872
14
$27.9M 1.05%
96,694
+3,397
15
$27.8M 1.05%
78,981
+377
16
$26.6M 1.01%
143,069
+7,596
17
$24.8M 0.94%
227,651
+154,018
18
$24.7M 0.93%
117,197
+1,975
19
$24.5M 0.93%
53,160
-641
20
$24.4M 0.92%
51,637
+2,689
21
$23.9M 0.91%
377,544
+54,589
22
$23.6M 0.89%
57,164
-332
23
$23.5M 0.89%
386,252
+32,732
24
$23.1M 0.87%
718,267
+139,613
25
$22.9M 0.87%
203,997
+7,108
1
2 3 4 5