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
401
$281K 0.01%
2,347
-210
402
$280K 0.01%
+5,967
403
$280K 0.01%
+6,496
404
$277K 0.01%
+1,622
405
$276K 0.01%
+7,102
406
$275K 0.01%
+8,351
407
$274K 0.01%
+4,548
408
$273K 0.01%
790
+80
409
$269K 0.01%
+6,320
410
$266K 0.01%
+9,634
411
$259K 0.01%
+918
412
$257K 0.01%
+29,437
413
$256K 0.01%
+8,138
414
$246K 0.01%
2,114
-35,428
415
$243K 0.01%
6,375
-482
416
$231K 0.01%
+1,154
417
$231K 0.01%
+1,263
418
$228K 0.01%
2,385
-138
419
$227K 0.01%
2,581
+356
420
$226K 0.01%
+534
421
$225K 0.01%
+1,744
422
$221K 0.01%
+160
423
$217K 0.01%
+164
424
$216K 0.01%
+1,658
425
$216K 0.01%
265
+32
15 16
17
18 19