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
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$14.2M
4
SBAC icon
SBA Communications
SBAC
+$13.7M
5
AXP icon
American Express
AXP
+$13.4M

Top Sells

1
+$29.6M
2
+$22.7M
3
+$21.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$15.2M

Sector Composition

1 Industrials 20.53%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.1M 2.2%
187,093
+18,273
2
$61.4M 1.96%
264,985
-6,744
3
$58M 1.85%
312,953
+4,623
4
$57.6M 1.84%
90,611
-2,687
5
$55.8M 1.78%
232,845
-417
6
$51.1M 1.63%
105,126
-2,790
7
$47.2M 1.5%
156,946
-3,493
8
$44.9M 1.43%
106,516
-391
9
$43.3M 1.38%
81,417
+3,482
10
$36.7M 1.17%
185,819
-6,328
11
$34.7M 1.11%
283,317
-2,545
12
$34M 1.08%
253,156
-3,861
13
$33M 1.05%
191,553
-7,689
14
$32.3M 1.03%
55,119
+5,448
15
$32.1M 1.02%
372,693
-56,942
16
$31.5M 1.01%
532,671
+53,624
17
$31.5M 1%
179,495
+1,934
18
$30.3M 0.97%
72,460
-701
19
$29.7M 0.95%
64,361
+3,685
20
$27.8M 0.89%
134,614
-104,470
21
$27M 0.86%
248,180
-6,906
22
$26.7M 0.85%
55,024
-50
23
$26.1M 0.83%
262,371
+2,123
24
$25.9M 0.83%
236,995
-4,705
25
$25.5M 0.81%
468,701
-6,067
1
2 3 4 5