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
376
$668K 0.02%
17,187
+7,206
377
$641K 0.02%
+46,127
378
$640K 0.02%
3,071
+280
379
$640K 0.02%
4,360
+321
380
$637K 0.02%
1,974
-145
381
$633K 0.02%
3,553
+186
382
$629K 0.02%
22,646
+9,855
383
$627K 0.02%
7,062
+459
384
$627K 0.02%
8,662
+604
385
$619K 0.02%
4,326
+359
386
$619K 0.02%
1,771
-181
387
$609K 0.02%
19,831
-6,832
388
$594K 0.02%
2,520
-214
389
$578K 0.02%
+805
390
$572K 0.02%
3,841
+705
391
$566K 0.02%
1,881
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392
$558K 0.02%
11,737
+1,210
393
$556K 0.02%
6,583
-2,018
394
$553K 0.02%
12,586
-4,518
395
$547K 0.02%
+25,121
396
$536K 0.02%
6,357
-412
397
$536K 0.02%
17,850
+2,017
398
$533K 0.02%
2,527
-59
399
$531K 0.02%
935
-67
400
$530K 0.02%
+2,467
14 15
16
17 18