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
151
$6.01M 0.2%
+22,869
152
$5.97M 0.2%
123,037
-89,970
153
$5.94M 0.2%
43,630
+21,207
154
$5.82M 0.2%
198,893
-16,365
155
$5.82M 0.2%
405,562
+12,754
156
$5.76M 0.19%
+122,091
157
$5.74M 0.19%
95,506
-740
158
$5.64M 0.19%
15,378
+339
159
$5.55M 0.19%
+92,617
160
$5.47M 0.18%
71,821
-117,060
161
$5.43M 0.18%
23,462
+752
162
$5.42M 0.18%
54,354
-3,920
163
$5.36M 0.18%
49,020
+6,838
164
$5.32M 0.18%
69,020
+36,583
165
$5.28M 0.18%
18,510
-1,635
166
$5.16M 0.17%
+16,928
167
$5.16M 0.17%
22,264
-42,400
168
$5.13M 0.17%
+138,648
169
$5.11M 0.17%
36,814
+4,035
170
$5.11M 0.17%
19,166
+656
171
$5.1M 0.17%
45,582
-58
172
$5.05M 0.17%
60,734
-1,484
173
$5.03M 0.17%
+83,276
174
$5M 0.17%
18,627
-1,397
175
$5M 0.17%
31,189
+3,920
5 6
7
8 9