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
76
$13.1M 0.44%
68,976
+49,515
77
$12.6M 0.42%
43,751
+40,899
78
$12.6M 0.42%
19,801
+123
79
$12.3M 0.41%
62,300
-16,342
80
$12.2M 0.41%
35,737
-359
81
$11.9M 0.4%
170,557
+6,981
82
$11.4M 0.38%
27,197
-27,827
83
$11.1M 0.37%
+163,163
84
$10.9M 0.37%
11,576
-629
85
$10.8M 0.36%
65,795
-801
86
$10.7M 0.36%
63,991
+13,598
87
$10.6M 0.36%
118,147
-144,224
88
$10.6M 0.36%
31,446
-744
89
$10.6M 0.36%
47,721
-1,374
90
$10.6M 0.36%
+47,237
91
$10.5M 0.35%
88,669
-45,142
92
$10.5M 0.35%
208,517
+195,946
93
$10.3M 0.35%
103,910
-949
94
$10.2M 0.34%
+108,209
95
$10.1M 0.34%
38,466
+35,859
96
$10.1M 0.34%
+67,754
97
$10M 0.34%
+75,496
98
$9.94M 0.33%
78,201
-46,883
99
$9.79M 0.33%
30,361
-8,323
100
$9.77M 0.33%
51,994
+20,370
2 3
4
5 6