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
101
$9.75M 0.33%
75,504
-7,379
102
$9.69M 0.33%
83,049
-4,243
103
$9.62M 0.32%
71,299
+1,805
104
$9.59M 0.32%
+43,428
105
$9.5M 0.32%
126,554
+46,264
106
$9.41M 0.32%
+97,778
107
$9.25M 0.31%
218,476
-6,760
108
$9.16M 0.31%
15,788
+109
109
$9.1M 0.31%
+139,448
110
$8.93M 0.3%
32,776
-24,995
111
$8.8M 0.3%
87,764
+85,140
112
$8.25M 0.28%
93,618
+39,249
113
$8.25M 0.28%
+347,062
114
$8.14M 0.27%
149,375
+76,610
115
$8.13M 0.27%
793,848
+55,121
116
$8.07M 0.27%
+87,875
117
$7.84M 0.26%
+138,465
118
$7.84M 0.26%
+461,800
119
$7.81M 0.26%
9,453
+134
120
$7.63M 0.26%
20,655
+8,707
121
$7.6M 0.26%
34,213
+376
122
$7.59M 0.26%
+105,100
123
$7.49M 0.25%
81,837
+74,019
124
$7.47M 0.25%
66,808
+290
125
$7.46M 0.25%
+97,496
3 4
5
6 7