MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$28.9M
3
+$23.2M
4
MRK icon
Merck
MRK
+$17.7M
5
PG icon
Procter & Gamble
PG
+$14M

Top Sells

1
+$17.3M
2
+$17M
3
+$15.1M
4
FICO icon
Fair Isaac
FICO
+$14.2M
5
AVGO icon
Broadcom
AVGO
+$14.2M

Sector Composition

1 Technology 24.18%
2 Industrials 16.9%
3 Financials 12.49%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.52M 0.11%
102,281
+1,455
227
$3.47M 0.1%
+18,239
228
$3.46M 0.1%
73,477
-3,724
229
$3.45M 0.1%
40,365
-2,519
230
$3.45M 0.1%
68,120
-118,072
231
$3.45M 0.1%
39,233
-1,298
232
$3.42M 0.1%
44,357
+1,754
233
$3.41M 0.1%
21,094
+3,525
234
$3.37M 0.1%
68,607
+10,307
235
$3.34M 0.1%
50,255
-924
236
$3.21M 0.1%
78,711
-60,388
237
$3.17M 0.1%
18,799
+395
238
$3.16M 0.1%
64,170
+3,618
239
$3.15M 0.09%
+25,441
240
$3.14M 0.09%
22,920
-49,495
241
$3.12M 0.09%
47,051
-26,196
242
$3.12M 0.09%
37,179
+3,196
243
$3.04M 0.09%
25,378
-3,004
244
$3.03M 0.09%
41,981
-564
245
$3M 0.09%
+15,627
246
$2.97M 0.09%
36,055
-387
247
$2.97M 0.09%
71,817
-23,495
248
$2.89M 0.09%
25,874
-469
249
$2.87M 0.09%
63,776
-45,881
250
$2.84M 0.09%
9,855
+132
8 9
10
11 12