MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
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
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
– –
-105,871
435
– –
-507,731
436
– –
-7,944
437
– –
-106,058
438
– –
-18,568
439
– –
-168,659
440
– –
-68,539
441
– –
-5,284
442
– –
-3,444
443
– –
-6,260
444
– –
-1,632
445
– –
-23,515
446
– –
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447
– –
-28,229
448
– –
-3,207
449
– –
-491,187
450
– –
-4,492
16 17
18
19 20