MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
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 18.76%
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
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483
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486
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487
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489
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490
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491
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492
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494
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495
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496
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497
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498
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499
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500
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-105,871
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