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
$3.09B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.3M
3
+$16.6M
4
XPO icon
XPO
XPO
+$16.5M
5
MEDP icon
Medpace
MEDP
+$13.8M

Top Sells

1
+$20.2M
2
+$16.9M
3
+$16.3M
4
SONY icon
Sony
SONY
+$13.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13.5M

Sector Composition

1 Industrials 20.76%
2 Technology 18.89%
3 Healthcare 13.85%
4 Financials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.5M 1.83%
440,150
-7,922
2
$55.1M 1.79%
183,667
-5,797
3
$53.9M 1.75%
96,948
-4,344
4
$53.6M 1.74%
337,854
-20,572
5
$52.8M 1.71%
169,531
-9,162
6
$46.8M 1.52%
354,676
-53,248
7
$46.6M 1.51%
110,823
-1,337
8
$45.9M 1.49%
229,140
+36,068
9
$38.3M 1.24%
299,482
+7,837
10
$37.4M 1.21%
217,606
-286
11
$37.3M 1.21%
281,180
+21,720
12
$35.9M 1.16%
77,364
-3,338
13
$34.2M 1.11%
294,217
-4,298
14
$33.3M 1.08%
73,128
-480
15
$33M 1.07%
479,703
+80,289
16
$27.5M 0.89%
202,138
-6,022
17
$27M 0.87%
205,408
-5,826
18
$26.3M 0.85%
55,253
-497
19
$26.2M 0.85%
453,864
+4,197
20
$26.2M 0.85%
88,354
-387
21
$25.8M 0.84%
62,806
-1,350
22
$25.3M 0.82%
38,908
-347
23
$25.1M 0.81%
202,950
-5,392
24
$24.6M 0.8%
47,115
-23,647
25
$24.6M 0.8%
188,611
+13,282
1
2 3 4 5