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
176
$4.95M 0.17%
+105,168
177
$4.86M 0.16%
178,973
+37,168
178
$4.85M 0.16%
19,501
+550
179
$4.84M 0.16%
+112,693
180
$4.76M 0.16%
10,966
+399
181
$4.74M 0.16%
30,171
+1,015
182
$4.73M 0.16%
661,347
+44,572
183
$4.73M 0.16%
539,573
+17,334
184
$4.69M 0.16%
43,900
+14,896
185
$4.67M 0.16%
29,230
+3,188
186
$4.66M 0.16%
301,575
-57,161
187
$4.64M 0.16%
340,440
-22,108
188
$4.62M 0.16%
64,554
+22,704
189
$4.6M 0.15%
77,290
-23,949
190
$4.53M 0.15%
823,756
+42,604
191
$4.49M 0.15%
+28,024
192
$4.47M 0.15%
156,813
+5,698
193
$4.44M 0.15%
60,276
-704
194
$4.42M 0.15%
95,417
-964
195
$4.38M 0.15%
14,353
-3,416
196
$4.34M 0.15%
1,863,326
+157,817
197
$4.27M 0.14%
45,025
-3,139
198
$4.22M 0.14%
48,452
+2,330
199
$4.2M 0.14%
216,194
+1,574
200
$4.19M 0.14%
149,732
-1,189
6 7
8
9 10