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
301
$1.15M 0.04%
6,521
+73
302
$1.13M 0.04%
13,842
-974
303
$1.09M 0.04%
22,079
+2,035
304
$1.06M 0.04%
2,470
-68
305
$1.03M 0.03%
8,179
-643
306
$1.01M 0.03%
70,962
+1,223
307
$991K 0.03%
4,162
-207
308
$956K 0.03%
+42,041
309
$936K 0.03%
1,176
+56
310
$929K 0.03%
18,729
+5,008
311
$899K 0.03%
5,631
+6
312
$894K 0.03%
12,207
-1,421
313
$886K 0.03%
22,620
+868
314
$856K 0.03%
6,463
-556
315
$854K 0.03%
2,611
-111
316
$851K 0.03%
1,719
-59
317
$850K 0.03%
31,220
-3,255
318
$842K 0.03%
12,262
-1,022
319
$830K 0.03%
6,057
-103
320
$816K 0.03%
4,732
-417
321
$808K 0.03%
3,908
-178
322
$798K 0.03%
14,777
-464
323
$798K 0.03%
+29,535
324
$795K 0.03%
+40,056
325
$778K 0.03%
399
-14
11 12
13
14 15