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
26
$22.1M 0.84%
+66,942
27
$22.1M 0.84%
+196,889
28
$21.6M 0.82%
+133,903
29
$21M 0.8%
+133,937
30
$20.3M 0.77%
+353,520
31
$20M 0.76%
+322,955
32
$19.9M 0.76%
+84,596
33
$19.9M 0.75%
+312,462
34
$19.6M 0.74%
+75,967
35
$18.9M 0.72%
+286,809
36
$18.8M 0.71%
+384,369
37
$18.7M 0.71%
+259,641
38
$18.2M 0.69%
+58,539
39
$18M 0.68%
+35,224
40
$17.8M 0.67%
+343,243
41
$17.7M 0.67%
+537,754
42
$17.2M 0.65%
+582,508
43
$17.2M 0.65%
+578,654
44
$17.1M 0.65%
+77,589
45
$16.4M 0.62%
+66,125
46
$16.3M 0.62%
+467,791
47
$16M 0.61%
+240,160
48
$15.9M 0.6%
+125,673
49
$15.9M 0.6%
+21,986
50
$15.8M 0.6%
+583,561
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2
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