MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$94.3M
3
+$55.3M
4
EOG icon
EOG Resources
EOG
+$41.5M
5
HSY icon
Hershey
HSY
+$40.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.84%
2 Industrials 14.99%
3 Energy 9.33%
4 Technology 9.22%
5 Consumer Staples 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.63M 0.06%
+15,043
227
$1.55M 0.06%
+137,958
228
$1.55M 0.06%
+11,301
229
$1.54M 0.06%
+38,253
230
$1.52M 0.06%
+17,418
231
$1.52M 0.06%
+12,520
232
$1.52M 0.06%
+21,570
233
$1.52M 0.06%
+21,387
234
$1.51M 0.06%
+11,825
235
$1.51M 0.06%
+37,094
236
$1.49M 0.06%
+51,060
237
$1.47M 0.06%
+3,127
238
$1.42M 0.05%
+7,004
239
$1.33M 0.05%
+9,005
240
$1.28M 0.05%
+33,253
241
$1.27M 0.05%
+35,835
242
$1.26M 0.05%
+24,155
243
$1.25M 0.05%
+11,282
244
$1.2M 0.05%
+112,930
245
$1.19M 0.05%
+27,822
246
$1.17M 0.04%
+8,190
247
$1.16M 0.04%
+13,664
248
$1.15M 0.04%
+42,080
249
$1.13M 0.04%
+4,955
250
$1.13M 0.04%
+33,336
8 9
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