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
51
$15.7M 0.6%
+218,011
52
$15.6M 0.59%
+86,993
53
$15.5M 0.59%
+289,317
54
$15.3M 0.58%
+135,852
55
$14.9M 0.57%
+115,140
56
$14.9M 0.57%
+38,278
57
$14.7M 0.56%
+38,528
58
$14.7M 0.56%
+198,563
59
$14M 0.53%
+249,360
60
$13.8M 0.52%
+193,478
61
$13.8M 0.52%
+26,820
62
$13.7M 0.52%
+57,122
63
$13.7M 0.52%
+100,920
64
$13.6M 0.52%
+222,612
65
$13.6M 0.52%
+285,531
66
$13.4M 0.51%
+94,126
67
$13.3M 0.5%
+51,780
68
$13.1M 0.5%
+196,461
69
$13M 0.5%
+63,656
70
$12.7M 0.48%
+290,057
71
$12.7M 0.48%
+191,900
72
$12.4M 0.47%
+172,646
73
$12.3M 0.47%
+35,388
74
$11.6M 0.44%
+155,182
75
$11.3M 0.43%
+308,325
1 2
3
4 5