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
276
$665K 0.03%
+6,589
277
$665K 0.03%
+6,804
278
$648K 0.02%
+16,670
279
$624K 0.02%
+7,505
280
$621K 0.02%
+6,829
281
$616K 0.02%
+16,202
282
$613K 0.02%
+10,452
283
$604K 0.02%
+10,197
284
$601K 0.02%
+3,575
285
$596K 0.02%
+11,570
286
$596K 0.02%
+7,482
287
$584K 0.02%
+6,406
288
$582K 0.02%
+5,292
289
$578K 0.02%
+7,440
290
$576K 0.02%
+3,383
291
$574K 0.02%
+24,543
292
$570K 0.02%
+8,081
293
$552K 0.02%
+12,146
294
$536K 0.02%
+2,039
295
$524K 0.02%
+1,988
296
$518K 0.02%
+3,799
297
$511K 0.02%
+12,039
298
$507K 0.02%
+9,291
299
$486K 0.02%
+6,899
300
$473K 0.02%
+2,188
10 11
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