MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.1M
3
+$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1
+$24.2M
2
+$22.4M
3
+$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.76%
3 Financials 14.18%
4 Consumer Discretionary 10.58%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.44M 0.12%
93,272
+65,186
227
$3.38M 0.11%
6,936
+368
228
$3.33M 0.11%
117,385
+1,570
229
$3.29M 0.11%
123,621
+102,495
230
$3.29M 0.11%
78,607
-228,523
231
$3.29M 0.11%
21,252
-145,024
232
$3.19M 0.11%
13,089
+1,463
233
$3.12M 0.11%
20,438
+999
234
$3.12M 0.1%
36,684
+3,776
235
$3.09M 0.1%
99,036
-15,519
236
$3.09M 0.1%
24,420
-1,277
237
$2.98M 0.1%
163,052
-3,193
238
$2.96M 0.1%
16,784
-217
239
$2.93M 0.1%
82,327
+3,679
240
$2.91M 0.1%
+265,516
241
$2.84M 0.1%
69,648
-1,693
242
$2.79M 0.09%
+16,632
243
$2.77M 0.09%
+88,991
244
$2.75M 0.09%
+7,491
245
$2.73M 0.09%
31,474
-15,222
246
$2.72M 0.09%
35,861
+925
247
$2.68M 0.09%
+41,868
248
$2.68M 0.09%
87,328
-321
249
$2.64M 0.09%
+60,311
250
$2.63M 0.09%
45,487
-3,233
8 9
10
11 12