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
101
$8.79M 0.33%
+196,113
102
$8.79M 0.33%
+126,263
103
$8.42M 0.32%
+126,334
104
$8.3M 0.32%
+337,656
105
$8.27M 0.31%
+24,129
106
$7.88M 0.3%
+34,474
107
$7.84M 0.3%
+93,492
108
$7.83M 0.3%
+93,037
109
$7.8M 0.3%
+146,099
110
$7.66M 0.29%
+355,402
111
$7.65M 0.29%
+116,462
112
$7.58M 0.29%
+34,348
113
$7.53M 0.29%
+73,633
114
$7.53M 0.29%
+90,022
115
$7.51M 0.29%
+190,629
116
$7.46M 0.28%
+32,328
117
$7.05M 0.27%
+50,936
118
$6.78M 0.26%
+13,244
119
$6.74M 0.26%
+151,287
120
$6.62M 0.25%
+36,647
121
$6.51M 0.25%
+224,320
122
$6.5M 0.25%
+41,445
123
$6.41M 0.24%
+49,371
124
$6.33M 0.24%
+49,057
125
$6.29M 0.24%
+77,594
3 4
5
6 7