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
51
$17.3M 0.58%
30,076
-478
52
$17.3M 0.58%
1,786,756
+718,058
53
$17M 0.57%
310,397
-2,616
54
$16.8M 0.56%
101,280
+16,115
55
$16.4M 0.55%
64,575
-3,007
56
$16.4M 0.55%
49,785
-3,592
57
$15.9M 0.54%
23,646
+173
58
$15.5M 0.52%
70,553
+3,299
59
$15.4M 0.52%
89,801
+4,680
60
$15.1M 0.51%
+194,850
61
$14.7M 0.49%
183,927
-3,337
62
$14.5M 0.49%
84,991
+141
63
$14.5M 0.49%
7,848
-98
64
$14.4M 0.48%
72,033
-770
65
$14.4M 0.48%
159,727
+25,602
66
$14.3M 0.48%
206,374
-166,319
67
$14.2M 0.48%
91,919
-988
68
$14.2M 0.48%
161,183
-232
69
$14M 0.47%
77,356
-1,825
70
$14M 0.47%
+206,289
71
$13.8M 0.47%
111,317
+82,234
72
$13.8M 0.46%
27,120
-745
73
$13.7M 0.46%
58,929
+11,204
74
$13.6M 0.46%
66,226
-42,611
75
$13.1M 0.44%
72,919
-2,071
1 2
3
4 5