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
126
$7.44M 0.25%
94,656
+989
127
$7.38M 0.25%
+173,530
128
$7.31M 0.25%
122,232
+5,176
129
$7.19M 0.24%
164,971
+81,453
130
$7.19M 0.24%
1,561
+8
131
$7.17M 0.24%
+260,842
132
$7.14M 0.24%
+50,526
133
$6.9M 0.23%
+105,351
134
$6.68M 0.22%
201,886
+107,847
135
$6.62M 0.22%
29,238
-3,771
136
$6.59M 0.22%
159,215
-6,328
137
$6.57M 0.22%
48,584
+47,074
138
$6.57M 0.22%
89,218
+8,534
139
$6.5M 0.22%
60,755
-4,834
140
$6.49M 0.22%
80,350
-7,712
141
$6.47M 0.22%
19,138
+25
142
$6.45M 0.22%
24,503
-445
143
$6.31M 0.21%
+76,060
144
$6.28M 0.21%
23,402
+139
145
$6.19M 0.21%
109,431
+1,903
146
$6.18M 0.21%
+112,870
147
$6.12M 0.21%
94,572
-374,129
148
$6.05M 0.2%
16,248
+7,189
149
$6.04M 0.2%
57,872
+5,648
150
$6.01M 0.2%
46,896
-4,457
4 5
6
7 8