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
301
$466K 0.02%
+5,423
302
$464K 0.02%
+5,409
303
$459K 0.02%
+1,824
304
$454K 0.02%
+7,101
305
$451K 0.02%
+4,464
306
$442K 0.02%
+6,140
307
$440K 0.02%
+5,546
308
$440K 0.02%
+51,705
309
$437K 0.02%
+7,924
310
$414K 0.02%
+14,050
311
$412K 0.02%
+7,476
312
$409K 0.02%
+1,326
313
$392K 0.01%
+15,368
314
$358K 0.01%
+7,589
315
$357K 0.01%
+4,347
316
$350K 0.01%
+5,677
317
$334K 0.01%
+7,600
318
$333K 0.01%
+22,810
319
$327K 0.01%
+9,371
320
$308K 0.01%
+2,268
321
$308K 0.01%
+974
322
$294K 0.01%
+4,669
323
$287K 0.01%
+5,603
324
$276K 0.01%
+5,888
325
$269K 0.01%
+8,085
10 11 12
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