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
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.3M 1.7%
192,989
-7,403
2
$41.7M 1.57%
106,992
-4,061
3
$41M 1.54%
164,000
-7,763
4
$37.9M 1.42%
198,000
-7,414
5
$37.8M 1.42%
466,816
-23,858
6
$37M 1.39%
223,239
+6,860
7
$35.7M 1.34%
333,267
+2,981
8
$35.2M 1.32%
76,382
-2,297
9
$34.9M 1.31%
305,111
-13,967
10
$34.2M 1.28%
296,335
+19,535
11
$32M 1.2%
94,014
-2,680
12
$31.4M 1.18%
165,834
-33,618
13
$30.7M 1.15%
80,589
+1,608
14
$29.8M 1.12%
517,691
-6,587
15
$27.4M 1.03%
357,083
-1,127
16
$26M 0.97%
224,167
-3,484
17
$25.6M 0.96%
142,397
-672
18
$25.4M 0.95%
779,121
+60,854
19
$24.1M 0.9%
385,068
-1,184
20
$23.9M 0.9%
55,991
-3,351
21
$23.8M 0.89%
49,488
-2,149
22
$23.8M 0.89%
398,143
+20,599
23
$23.3M 0.87%
200,171
-3,826
24
$23.3M 0.87%
414,842
+986
25
$22.9M 0.86%
665,046
-161
1
2 3 4 5