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
276
$1.74M 0.06%
+53,430
277
$1.73M 0.06%
23,450
-236
278
$1.68M 0.06%
58,870
-386
279
$1.68M 0.06%
12,011
-340
280
$1.63M 0.05%
236,573
-9,337
281
$1.54M 0.05%
7,188
-65
282
$1.53M 0.05%
30,137
-74
283
$1.49M 0.05%
19,300
-154
284
$1.48M 0.05%
50,270
-423
285
$1.48M 0.05%
28,422
-1,283
286
$1.43M 0.05%
8,521
-46
287
$1.41M 0.05%
13,717
+304
288
$1.39M 0.05%
11,374
-26
289
$1.35M 0.05%
8,282
+1,092
290
$1.35M 0.05%
35,543
+3,030
291
$1.33M 0.04%
31,252
+58
292
$1.33M 0.04%
36,799
+436
293
$1.32M 0.04%
18,496
-18
294
$1.32M 0.04%
40,578
+360
295
$1.27M 0.04%
26,294
+1,314
296
$1.26M 0.04%
8,008
-326
297
$1.21M 0.04%
19,093
+78
298
$1.19M 0.04%
17,775
+104
299
$1.18M 0.04%
14,442
-1,817
300
$1.16M 0.04%
24,374
+2,047
10 11
12
13 14