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
201
$2.46M 0.09%
+29,037
202
$2.4M 0.09%
+22,326
203
$2.29M 0.09%
+23,448
204
$2.26M 0.09%
+39,620
205
$2.2M 0.08%
+18,676
206
$2.19M 0.08%
+32,352
207
$2.12M 0.08%
+42,373
208
$2.12M 0.08%
+31,727
209
$2.07M 0.08%
+8,483
210
$2.03M 0.08%
+150,146
211
$1.99M 0.08%
+19,780
212
$1.99M 0.08%
+23,244
213
$1.99M 0.08%
+90,826
214
$1.97M 0.07%
+69,692
215
$1.96M 0.07%
+39,584
216
$1.91M 0.07%
+9,691
217
$1.88M 0.07%
+151,594
218
$1.83M 0.07%
+95,006
219
$1.74M 0.07%
+22,846
220
$1.71M 0.06%
+61,209
221
$1.69M 0.06%
+46,455
222
$1.69M 0.06%
+158,128
223
$1.67M 0.06%
+229,384
224
$1.65M 0.06%
+12,017
225
$1.65M 0.06%
+34,588
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