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
301
$1.55M 0.05%
18,515
+86
302
$1.54M 0.05%
3,148
+1,770
303
$1.53M 0.05%
57,817
-1,238
304
$1.52M 0.05%
20,027
+9,122
305
$1.5M 0.05%
29,122
-625
306
$1.48M 0.04%
51,601
-1,100
307
$1.46M 0.04%
10,636
+204
308
$1.45M 0.04%
10,520
+1,270
309
$1.43M 0.04%
49,479
-676
310
$1.41M 0.04%
24,861
+10,799
311
$1.41M 0.04%
21,697
+8,043
312
$1.38M 0.04%
+59,313
313
$1.38M 0.04%
7,121
-80
314
$1.36M 0.04%
34,653
-706
315
$1.34M 0.04%
18,890
-160
316
$1.34M 0.04%
3,936
-3
317
$1.33M 0.04%
3,340
+21
318
$1.29M 0.04%
36,488
-475
319
$1.28M 0.04%
20,780
+8,766
320
$1.27M 0.04%
31,183
-339
321
$1.25M 0.04%
6,970
+4,813
322
$1.24M 0.04%
27,052
+11,545
323
$1.23M 0.04%
72,120
-1,404
324
$1.21M 0.04%
11,308
-25
325
$1.2M 0.04%
31,837
+14,925
11 12
13
14 15