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
251
$2.56M 0.09%
27,400
-1,110
252
$2.54M 0.09%
+34,425
253
$2.53M 0.08%
+32,544
254
$2.52M 0.08%
61,861
+16,064
255
$2.43M 0.08%
33,369
-316
256
$2.41M 0.08%
+132,177
257
$2.39M 0.08%
+44,056
258
$2.31M 0.08%
+9,639
259
$2.27M 0.08%
79,926
-3,486
260
$2.22M 0.07%
46,131
-2,529
261
$2.2M 0.07%
40,009
-2,432
262
$2.19M 0.07%
+28,683
263
$2.18M 0.07%
13,145
-116
264
$2.16M 0.07%
55,311
-2,390
265
$2.14M 0.07%
+17,602
266
$2.12M 0.07%
27,299
-1,100
267
$2M 0.07%
48,636
+4,915
268
$1.98M 0.07%
6,621
-31,422
269
$1.97M 0.07%
52,179
+5,180
270
$1.91M 0.06%
+97,727
271
$1.89M 0.06%
+55,559
272
$1.89M 0.06%
70,993
+8,362
273
$1.85M 0.06%
69,257
-3,972
274
$1.8M 0.06%
55,047
-678
275
$1.76M 0.06%
16,269
+230
9 10
11
12 13