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
251
$2.79M 0.08%
83,361
-7,327
252
$2.72M 0.08%
242,954
+5,055
253
$2.71M 0.08%
+51,428
254
$2.71M 0.08%
37,988
+156
255
$2.67M 0.08%
33,455
-2,818
256
$2.66M 0.08%
15,903
-10,855
257
$2.6M 0.08%
35,445
+25,652
258
$2.59M 0.08%
22,532
-2,617
259
$2.59M 0.08%
49,070
-4,930
260
$2.56M 0.08%
31,399
-41,195
261
$2.53M 0.08%
4,501
-89
262
$2.44M 0.07%
47,488
-4,584
263
$2.43M 0.07%
69,831
+2,201
264
$2.42M 0.07%
12,892
-215
265
$2.42M 0.07%
+20,504
266
$2.38M 0.07%
146,065
-32,737
267
$2.36M 0.07%
+13,374
268
$2.32M 0.07%
13,039
-12,137
269
$2.28M 0.07%
44,419
-1,957
270
$2.2M 0.07%
33,984
-3,175
271
$2.18M 0.07%
29,687
+1,025
272
$2.17M 0.07%
53,038
-173,911
273
$2.15M 0.07%
56,195
-4,336
274
$2.13M 0.06%
+48,417
275
$2.12M 0.06%
+7,641
9 10
11
12 13