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
$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
CHWY icon
276
Chewy
CHWY
$15.5B
$1.74M 0.06%
+53,430
REG icon
277
Regency Centers
REG
$13.1B
$1.73M 0.06%
23,450
-236
CTRE icon
278
CareTrust REIT
CTRE
$7.71B
$1.68M 0.06%
58,870
-386
ORCL icon
279
Oracle
ORCL
$830B
$1.68M 0.06%
12,011
-340
EQX icon
280
Equinox Gold
EQX
$9.4B
$1.63M 0.05%
236,573
-9,337
AVB icon
281
AvalonBay Communities
AVB
$26.6B
$1.54M 0.05%
7,188
-65
GLPI icon
282
Gaming and Leisure Properties
GLPI
$12.7B
$1.53M 0.05%
30,137
-74
ADC icon
283
Agree Realty
ADC
$8.31B
$1.49M 0.05%
19,300
-154
CUZ icon
284
Cousins Properties
CUZ
$4.5B
$1.48M 0.05%
50,270
-423
AMLP icon
285
Alerian MLP ETF
AMLP
$10B
$1.48M 0.05%
28,422
-1,283
MAA icon
286
Mid-America Apartment Communities
MAA
$15.5B
$1.43M 0.05%
8,521
-46
AMD icon
287
Advanced Micro Devices
AMD
$378B
$1.41M 0.05%
13,717
+304
CPT icon
288
Camden Property Trust
CPT
$10.9B
$1.39M 0.05%
11,374
-26
RGLD icon
289
Royal Gold
RGLD
$12.8B
$1.35M 0.05%
8,282
+1,092
FCX icon
290
Freeport-McMoran
FCX
$59.1B
$1.35M 0.05%
35,543
+3,030
CUBE icon
291
CubeSmart
CUBE
$9.61B
$1.33M 0.04%
31,252
+58
STAG icon
292
STAG Industrial
STAG
$7.13B
$1.33M 0.04%
36,799
+436
EQR icon
293
Equity Residential
EQR
$23.8B
$1.32M 0.04%
18,496
-18
VICI icon
294
VICI Properties
VICI
$32.9B
$1.32M 0.04%
40,578
+360
NEM icon
295
Newmont
NEM
$99.7B
$1.27M 0.04%
26,294
+1,314
FNV icon
296
Franco-Nevada
FNV
$39.3B
$1.26M 0.04%
8,008
-326
TRNO icon
297
Terreno Realty
TRNO
$6.3B
$1.21M 0.04%
19,093
+78
ELS icon
298
Equity Lifestyle Properties
ELS
$12.1B
$1.19M 0.04%
17,775
+104
UNM icon
299
Unum
UNM
$12.9B
$1.18M 0.04%
14,442
-1,817
HCC icon
300
Warrior Met Coal
HCC
$3.43B
$1.16M 0.04%
24,374
+2,047
10 11
12
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