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
201
$4.13M 0.14%
39,419
+1,992
202
$4.08M 0.14%
129,372
-2,867
203
$4.05M 0.14%
13,271
+10,794
204
$4.02M 0.14%
+35,220
205
$4.02M 0.14%
23,082
-865
206
$3.99M 0.13%
38,396
+442
207
$3.98M 0.13%
+58,072
208
$3.91M 0.13%
97,470
+4,801
209
$3.89M 0.13%
232,908
+115,840
210
$3.86M 0.13%
40,365
+37,815
211
$3.85M 0.13%
+39,845
212
$3.82M 0.13%
30,604
+1,979
213
$3.8M 0.13%
35,943
+1,269
214
$3.72M 0.13%
5,617
+45
215
$3.7M 0.12%
37,711
-1,709
216
$3.7M 0.12%
81,525
-1,175
217
$3.69M 0.12%
21,924
-3,912
218
$3.67M 0.12%
147,520
-107,190
219
$3.66M 0.12%
633,604
-116,499
220
$3.64M 0.12%
191,278
+570
221
$3.61M 0.12%
10,358
-4,261
222
$3.55M 0.12%
61,181
-738
223
$3.51M 0.12%
23,640
+1,586
224
$3.48M 0.12%
45,590
-3,817
225
$3.46M 0.12%
47,037
+2,286
7 8
9
10 11