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
126
$6.24M 0.24%
+367,598
127
$6.09M 0.23%
+133,788
128
$6.06M 0.23%
+75,508
129
$6.04M 0.23%
+45,480
130
$5.87M 0.22%
+20,735
131
$5.86M 0.22%
+38,471
132
$5.75M 0.22%
+100,401
133
$5.69M 0.22%
+51,744
134
$5.68M 0.22%
+17,168
135
$5.65M 0.21%
+51,811
136
$5.64M 0.21%
+75,982
137
$5.59M 0.21%
+23,413
138
$5.55M 0.21%
+48,192
139
$5.45M 0.21%
+9,902
140
$5.35M 0.2%
+47,344
141
$5.34M 0.2%
+21,833
142
$5.34M 0.2%
+11,693
143
$5.31M 0.2%
+32,900
144
$5.26M 0.2%
+32,538
145
$5.24M 0.2%
+66,132
146
$5.14M 0.2%
+17,116
147
$5.06M 0.19%
+41,567
148
$5.04M 0.19%
+153,297
149
$4.98M 0.19%
+18,768
150
$4.95M 0.19%
+29,874
4 5
6
7 8