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
351
$978K 0.03%
23,789
-466
352
$958K 0.03%
2,155
+884
353
$914K 0.03%
28,628
+12,549
354
$911K 0.03%
13,589
+5,239
355
$901K 0.03%
1,551
+76
356
$878K 0.03%
5,682
+356
357
$875K 0.03%
2,680
+1,109
358
$873K 0.03%
20,559
+1,183
359
$830K 0.03%
+4,162
360
$818K 0.02%
38,703
+1,658
361
$806K 0.02%
17,359
+7,828
362
$803K 0.02%
5,317
+2,317
363
$802K 0.02%
9,895
+413
364
$798K 0.02%
5,937
+2,671
365
$797K 0.02%
6,683
+321
366
$787K 0.02%
+24,173
367
$771K 0.02%
21,428
+7,423
368
$753K 0.02%
+59,332
369
$751K 0.02%
4,520
-583
370
$740K 0.02%
49,297
+2,673
371
$718K 0.02%
2,219
+926
372
$714K 0.02%
9,656
-3,885
373
$701K 0.02%
7,214
+388
374
$692K 0.02%
1,402
-1,130
375
$677K 0.02%
62,317
+3,483
13 14
15
16 17