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
376
$531K 0.02%
10,032
+585
377
$530K 0.02%
3,201
-265
378
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10,643
+225
379
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18,415
+546
380
$522K 0.02%
+5,191
381
$518K 0.02%
17,441
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382
$517K 0.02%
11,593
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383
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+6,848
384
$510K 0.02%
1,024
-65
385
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+6,746
386
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2,284
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387
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4,036
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388
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30,185
-3,151
389
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2,422
-173
390
$405K 0.01%
4,633
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391
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6,195
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392
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+6,027
393
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+2,454
394
$375K 0.01%
+10,295
395
$367K 0.01%
+29,539
396
$331K 0.01%
5,269
+702
397
$312K 0.01%
644
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398
$301K 0.01%
1,503
+143
399
$289K 0.01%
+820
400
$283K 0.01%
1,897
-140
14 15
16
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