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
176
$3.86M 0.15%
+79,704
177
$3.75M 0.14%
+176,605
178
$3.74M 0.14%
+50,150
179
$3.5M 0.13%
+39,478
180
$3.34M 0.13%
+58,255
181
$3.33M 0.13%
+17,230
182
$3.23M 0.12%
+63,434
183
$3.16M 0.12%
+22,102
184
$3.12M 0.12%
+105,890
185
$3.11M 0.12%
+79,629
186
$3.03M 0.12%
+29,149
187
$2.91M 0.11%
+61,870
188
$2.85M 0.11%
+8,062
189
$2.8M 0.11%
+86,895
190
$2.78M 0.11%
+114,915
191
$2.73M 0.1%
+17,421
192
$2.66M 0.1%
+83,025
193
$2.66M 0.1%
+82,010
194
$2.59M 0.1%
+5,998
195
$2.56M 0.1%
+6,770
196
$2.52M 0.1%
+34,183
197
$2.52M 0.1%
+10,400
198
$2.5M 0.1%
+26,879
199
$2.48M 0.09%
+90,171
200
$2.47M 0.09%
+36,192
6 7
8
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