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
251
$1.1M 0.04%
+15,990
252
$1.09M 0.04%
+15,881
253
$1.09M 0.04%
+24,985
254
$1.06M 0.04%
+5,257
255
$1.06M 0.04%
+7,004
256
$940K 0.04%
+7,128
257
$939K 0.04%
+16,397
258
$937K 0.04%
+16,533
259
$921K 0.03%
+19,058
260
$876K 0.03%
+10,008
261
$875K 0.03%
+17,943
262
$854K 0.03%
+14,757
263
$837K 0.03%
+10,200
264
$819K 0.03%
+23,109
265
$816K 0.03%
+14,530
266
$783K 0.03%
+43,014
267
$777K 0.03%
+18,205
268
$776K 0.03%
+24,828
269
$744K 0.03%
+5,151
270
$734K 0.03%
+6,511
271
$730K 0.03%
+17,801
272
$686K 0.03%
+4,898
273
$684K 0.03%
+21,406
274
$681K 0.03%
+7,722
275
$674K 0.03%
+18,823
9 10
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