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
351
$629K 0.02%
+19,631
352
$624K 0.02%
4,727
-170
353
$614K 0.02%
13,343
-623
354
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36,502
-484
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7,681
-526
356
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5,240
-51,729
357
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6,447
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358
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4,897
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359
$585K 0.02%
3,090
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360
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5,480
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361
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362
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2,219
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363
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15,867
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364
$572K 0.02%
57,297
+35,389
365
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18,645
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366
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367
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368
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3,372
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369
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2,277
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370
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+9,659
371
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+2,786
372
$541K 0.02%
12,802
+594
373
$538K 0.02%
1,402
+86
374
$536K 0.02%
13,396
+461
375
$532K 0.02%
+3,152
13 14
15
16 17