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
451
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-7,097
454
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455
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457
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-112,789
458
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459
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-229,592
460
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-93,217
461
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462
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-72,427
463
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464
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-141,597
465
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466
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467
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468
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469
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470
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471
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472
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-96,640
473
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474
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475
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-71,860
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