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
$3.25B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14M
3
+$13.5M
4
BSX icon
Boston Scientific
BSX
+$13.4M
5
SPOT icon
Spotify
SPOT
+$13.2M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$11.6M
4
AME icon
Ametek
AME
+$11.5M
5
CDW icon
CDW
CDW
+$11M

Sector Composition

1 Industrials 20.81%
2 Technology 19.03%
3 Financials 12.15%
4 Healthcare 11.57%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.6M 2.02%
168,820
-6,215
2
$63.1M 1.94%
107,916
+1,334
3
$58.9M 1.81%
93,298
-1,685
4
$51.2M 1.57%
429,635
-5,196
5
$49.2M 1.51%
233,262
-480
6
$47.8M 1.47%
308,330
-13,192
7
$46.9M 1.44%
271,729
-6,411
8
$46M 1.42%
106,907
-2,897
9
$43.5M 1.34%
160,439
-4,471
10
$42.1M 1.29%
239,084
+94,121
11
$36.6M 1.13%
77,935
+22,078
12
$36.6M 1.13%
255,086
-6,227
13
$35.1M 1.08%
285,862
-13,848
14
$34.9M 1.07%
73,161
-2,381
15
$33.4M 1.03%
192,147
-6,137
16
$31.8M 0.98%
177,561
+78,089
17
$31.2M 0.96%
257,017
-8,089
18
$30.7M 0.94%
474,768
-1,920
19
$30.5M 0.94%
199,242
-4,181
20
$29.6M 0.91%
217,523
+103
21
$29.6M 0.91%
260,248
-93,556
22
$28.5M 0.88%
49,671
+93
23
$28.5M 0.88%
458,591
+1,238
24
$27.9M 0.86%
55,074
-150
25
$27.8M 0.86%
248,585
-3,721
1
2 3 4 5