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
326
$1.2M 0.04%
18,474
-64
327
$1.18M 0.04%
8,465
+16
328
$1.18M 0.04%
11,105
+4,814
329
$1.18M 0.04%
15,439
+6,872
330
$1.18M 0.04%
24,883
+1,698
331
$1.15M 0.03%
7,722
+133
332
$1.14M 0.03%
19,457
+1,472
333
$1.14M 0.03%
29,150
+13,205
334
$1.13M 0.03%
6,662
-45
335
$1.11M 0.03%
+31,710
336
$1.11M 0.03%
33,081
+14,820
337
$1.11M 0.03%
22,417
+10,238
338
$1.09M 0.03%
19,190
-244
339
$1.09M 0.03%
20,803
+9,792
340
$1.09M 0.03%
83,294
-97,190
341
$1.09M 0.03%
17,892
-103
342
$1.08M 0.03%
16,212
+451
343
$1.07M 0.03%
13,868
-21,598
344
$1.07M 0.03%
30,913
+2,681
345
$1.05M 0.03%
28,758
+12,000
346
$1.05M 0.03%
8,011
+233
347
$1M 0.03%
7,109
+3,077
348
$992K 0.03%
20,809
+7,412
349
$982K 0.03%
3,938
+199
350
$980K 0.03%
3,299
+1,465
12 13
14
15 16