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
276
$2.12M 0.06%
25,140
-614
277
$2.11M 0.06%
62,114
-4,975
278
$2.1M 0.06%
65,024
+1,852
279
$2.08M 0.06%
+14,625
280
$2.03M 0.06%
66,540
-93,913
281
$2.02M 0.06%
26,468
-1,827
282
$2.01M 0.06%
77,291
+6,513
283
$2M 0.06%
38,294
-1,837
284
$1.99M 0.06%
45,916
-2,707
285
$1.96M 0.06%
56,481
-1,588
286
$1.94M 0.06%
9,660
+1,539
287
$1.89M 0.06%
30,486
-2,257
288
$1.84M 0.06%
8,254
+319
289
$1.8M 0.05%
6,230
-127
290
$1.71M 0.05%
34,576
+15,087
291
$1.67M 0.05%
22,911
-339
292
$1.66M 0.05%
52,594
-42,767
293
$1.65M 0.05%
146,856
-3,323
294
$1.64M 0.05%
4,751
+29
295
$1.63M 0.05%
17,785
+35
296
$1.62M 0.05%
+35,142
297
$1.6M 0.05%
53,849
-581
298
$1.6M 0.05%
3,573
+1,097
299
$1.58M 0.05%
33,708
+2,928
300
$1.57M 0.05%
24,740
-165
10 11
12
13 14