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
326
$777K 0.03%
57,328
+6,288
327
$776K 0.03%
1,688
-29
328
$769K 0.03%
15,895
-66
329
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31,210
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330
$743K 0.03%
1,429
-24
331
$730K 0.02%
5,052
-81
332
$719K 0.02%
+47,256
333
$712K 0.02%
1,259
-19,315
334
$705K 0.02%
7,526
-113
335
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6,328
-4,405
336
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8,648
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337
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6,599
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7,828
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339
$688K 0.02%
47,630
-1,941
340
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341
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9,334
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342
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+17,148
343
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16,833
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344
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1,138
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345
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2,476
-211
346
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25,092
-556
347
$651K 0.02%
3,566
-305
348
$643K 0.02%
5,283
-452
349
$641K 0.02%
5,749
-11
350
$636K 0.02%
7,950
-165
12 13
14
15 16