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
476
– –
-125,798
477
– –
-13,491
478
– –
-2,998
479
– –
-71,220
480
– –
-175,081
481
– –
-6,586
482
– –
-2,439
483
– –
-6,368
484
– –
-4,492
485
– –
-491,187
486
– –
-3,207
487
– –
-28,229
488
– –
-4,832
489
– –
-23,515
490
– –
-1,632
491
– –
-6,260
492
– –
-3,444
493
– –
-5,284
494
– –
-68,539
495
– –
-168,659
496
– –
-18,568
497
– –
-106,058
498
– –
-7,944
499
– –
-507,731
500
– –
-105,871
16 17 18 19
20