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
$3.04B
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.3M
3
+$16.3M
4
LMT icon
Lockheed Martin
LMT
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.6M

Top Sells

1
+$17.3M
2
+$16.6M
3
+$16.5M
4
CI icon
Cigna
CI
+$16M
5
EXPD icon
Expeditors International
EXPD
+$13.9M

Sector Composition

1 Industrials 20.81%
2 Technology 20.44%
3 Healthcare 12%
4 Financials 10.9%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.1M 2.04%
434,831
-5,319
2
$57.6M 1.89%
175,035
-8,632
3
$50.8M 1.67%
164,910
-4,621
4
$49.8M 1.64%
106,582
+33,454
5
$49.1M 1.62%
109,804
-1,019
6
$48M 1.58%
94,983
-1,965
7
$47.3M 1.56%
233,742
+4,602
8
$45.4M 1.49%
321,522
-16,332
9
$44.7M 1.47%
278,140
-3,040
10
$43.8M 1.44%
353,804
-872
11
$37.7M 1.24%
299,710
+228
12
$34.5M 1.13%
198,284
-3,854
13
$33.1M 1.09%
75,542
-1,822
14
$32.8M 1.08%
265,106
-3,364
15
$31.8M 1.05%
476,688
-3,015
16
$30.4M 1%
295,136
+92,186
17
$29.3M 0.97%
217,420
-186
18
$28.8M 0.95%
261,313
+114,968
19
$28.1M 0.92%
218,150
-4,366
20
$27M 0.89%
49,578
+2,463
21
$26.1M 0.86%
457,353
+3,489
22
$25.6M 0.84%
131,385
-1,018
23
$25.5M 0.84%
38,797
-111
24
$25.2M 0.83%
203,423
-1,985
25
$24.9M 0.82%
64,450
-3,260
1
2 3 4 5