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
1
$111M 4.22%
+2,469,225
2
$94.3M 3.58%
+863,301
3
$55.3M 2.1%
+321,694
4
$41.5M 1.57%
+320,119
5
$40.4M 1.53%
+174,281
6
$40.1M 1.52%
+82,385
7
$38.7M 1.47%
+605,603
8
$34.8M 1.32%
+206,872
9
$33.8M 1.28%
+210,396
10
$33.5M 1.27%
+494,820
11
$33.5M 1.27%
+303,488
12
$32.5M 1.23%
+522,992
13
$31.6M 1.2%
+284,672
14
$30.9M 1.17%
+106,144
15
$30.3M 1.15%
+171,760
16
$29.5M 1.12%
+351,918
17
$29.4M 1.11%
+53,801
18
$28.4M 1.08%
+115,222
19
$26M 0.99%
+48,948
20
$25.6M 0.97%
+78,604
21
$24.9M 0.95%
+68,116
22
$24.7M 0.94%
+57,496
23
$23.1M 0.88%
+61,643
24
$22.4M 0.85%
+135,473
25
$22.4M 0.85%
+93,297
1
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