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
26
$22.9M 0.77%
235,167
+52,525
27
$22.8M 0.77%
126,787
-1,960
28
$22.1M 0.74%
153,605
+60,734
29
$22.1M 0.74%
83,296
+11,643
30
$21.5M 0.72%
45,687
-1,560
31
$21.1M 0.71%
75,959
-1,115
32
$20.9M 0.7%
86,133
-1,115
33
$20.5M 0.69%
62,360
-536
34
$20.4M 0.69%
37,043
-2,367
35
$20.2M 0.68%
61,230
+6,352
36
$20.2M 0.68%
241,718
-7,019
37
$20.1M 0.68%
140,568
+33,631
38
$19.9M 0.67%
322,181
-210,490
39
$19.8M 0.67%
196,374
-3,250
40
$19.6M 0.66%
190,627
-57,553
41
$19.3M 0.65%
36,158
-5,262
42
$19M 0.64%
254,320
+15,341
43
$18.8M 0.63%
36,724
-16,340
44
$18.4M 0.62%
33,536
-1,234
45
$18.2M 0.61%
67,688
-1,153
46
$17.9M 0.6%
117,204
+6,882
47
$17.9M 0.6%
203,345
-3,644
48
$17.8M 0.6%
65,553
-958
49
$17.7M 0.6%
205,990
-3,029
50
$17.4M 0.58%
111,193
-2,436
1
2
3 4 5