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
151
$4.91M 0.19%
+17,564
152
$4.87M 0.18%
+40,447
153
$4.86M 0.18%
+150,203
154
$4.84M 0.18%
+156,295
155
$4.84M 0.18%
+15,655
156
$4.76M 0.18%
+52,329
157
$4.73M 0.18%
+45,933
158
$4.69M 0.18%
+28,296
159
$4.66M 0.18%
+89,105
160
$4.54M 0.17%
+19,287
161
$4.5M 0.17%
+95,656
162
$4.5M 0.17%
+27,871
163
$4.46M 0.17%
+96,714
164
$4.46M 0.17%
+15,430
165
$4.38M 0.17%
+42,678
166
$4.36M 0.17%
+29,487
167
$4.36M 0.17%
+54,085
168
$4.27M 0.16%
+41,525
169
$4.22M 0.16%
+107,327
170
$4.12M 0.16%
+144,828
171
$4.08M 0.16%
+22,101
172
$3.97M 0.15%
+12,278
173
$3.93M 0.15%
+19,191
174
$3.91M 0.15%
+87,922
175
$3.91M 0.15%
+67,468
5 6
7
8 9