MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
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
+$19.8M
2
+$17.6M
3
+$13.1M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.7M
5
SF icon
Stifel
SF
+$11.4M

Top Sells

1
+$22.7M
2
+$22.6M
3
+$22.3M
4
ATO icon
Atmos Energy
ATO
+$21.2M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.78%
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
426
$208K 0.01%
1,803
+394
427
$208K 0.01%
4,279
-108
428
$207K 0.01%
3,789
-333
429
$206K 0.01%
1,492
-155
430
$204K 0.01%
10,295
-866
431
$202K 0.01%
+982
432
$194K 0.01%
+16,998
433
$55.4K ﹤0.01%
+10,679
434
– –
-36,157
435
– –
-23,789
436
– –
-4,135
437
– –
-23,598
438
– –
-48,827
439
– –
-3,847
440
– –
-121,082
441
– –
-47,730
442
– –
-77,258
443
– –
-3,925
444
– –
-83,133
445
– –
-23,928
446
– –
-80,843
447
– –
-43,119
448
– –
-17,357
449
– –
-7,456
450
– –
-34,043
16 17
18
19 20