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
326
$268K 0.01%
+1,721
327
$267K 0.01%
+5,245
328
$261K 0.01%
+4,565
329
$240K 0.01%
+6,846
330
$233K 0.01%
+5,115
331
$232K 0.01%
+1,115
332
$229K 0.01%
+2,594
333
$227K 0.01%
+6,534
334
$223K 0.01%
+27,935
335
$220K 0.01%
+2,069
336
$208K 0.01%
+1,553
337
$205K 0.01%
+3,169
338
$165K 0.01%
+16,425
339
$33K ﹤0.01%
+50,000