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
$2.58B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.5M
3
+$20.4M
4
CSCO icon
Cisco
CSCO
+$19.5M
5
REG icon
Regency Centers
REG
+$18.8M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.4M
4
RF icon
Regions Financial
RF
+$20.3M
5
MCK icon
McKesson
MCK
+$20.2M

Sector Composition

1 Industrials 19.41%
2 Technology 16.36%
3 Healthcare 12.09%
4 Energy 9.41%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.5M 1.69%
185,821
-7,168
2
$41M 1.59%
450,596
-16,220
3
$40.7M 1.58%
104,576
-2,416
4
$40.7M 1.58%
395,415
+99,080
5
$39.8M 1.54%
196,041
-1,959
6
$38.5M 1.49%
716,278
+362,972
7
$38.5M 1.49%
327,325
-5,942
8
$38.4M 1.49%
191,757
+27,757
9
$36M 1.39%
114,064
+20,050
10
$35.1M 1.36%
276,906
-28,205
11
$33.1M 1.28%
502,936
-14,755
12
$30.8M 1.19%
75,273
-1,109
13
$29.8M 1.15%
383,776
-1,292
14
$29.1M 1.13%
78,093
-2,496
15
$28.2M 1.09%
224,472
+305
16
$25.3M 0.98%
815,820
+36,699
17
$23.6M 0.91%
220,342
-5,529
18
$23.2M 0.9%
407,646
+9,503
19
$22.5M 0.87%
420,533
+5,691
20
$22.5M 0.87%
669,762
+4,716
21
$22.1M 0.86%
138,910
-3,487
22
$22.1M 0.85%
624,641
-21,484
23
$21.5M 0.83%
+81,769
24
$21.3M 0.83%
43,878
+563
25
$21.3M 0.82%
48,392
-652
1
2 3 4 5