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
76
$11.3M 0.43%
+216,051
77
$11M 0.42%
+217,480
78
$11M 0.42%
+53,250
79
$11M 0.42%
+109,921
80
$10.7M 0.41%
+79,083
81
$10.7M 0.4%
+114,876
82
$10.6M 0.4%
+315,508
83
$10.4M 0.39%
+139,179
84
$10.1M 0.38%
+663,635
85
$10M 0.38%
+171,563
86
$9.91M 0.38%
+125,799
87
$9.9M 0.38%
+107,240
88
$9.84M 0.37%
+69,583
89
$9.84M 0.37%
+98,891
90
$9.65M 0.37%
+24,063
91
$9.64M 0.37%
+119,972
92
$9.62M 0.37%
+168,647
93
$9.59M 0.36%
+28,940
94
$9.39M 0.36%
+198,750
95
$9.18M 0.35%
+128,992
96
$9.05M 0.34%
+64,516
97
$9.03M 0.34%
+60,599
98
$9.03M 0.34%
+61,599
99
$8.98M 0.34%
+57,226
100
$8.8M 0.33%
+103,182
2 3
4
5 6