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
426
$422K 0.01%
3,118
-1,117
427
$420K 0.01%
5,741
+2,218
428
$418K 0.01%
2,579
-74
429
$413K 0.01%
5,031
-1,587
430
$397K 0.01%
4,965
+662
431
$393K 0.01%
1,982
-80
432
$389K 0.01%
+2,471
433
$387K 0.01%
+1,714
434
$384K 0.01%
4,124
+567
435
$383K 0.01%
5,897
+2,532
436
$383K 0.01%
4,141
-158
437
$379K 0.01%
783
+97
438
$375K 0.01%
+13,449
439
$372K 0.01%
+518
440
$367K 0.01%
1,184
+165
441
$366K 0.01%
+7,463
442
$356K 0.01%
41,205
+6,849
443
$348K 0.01%
+9,350
444
$348K 0.01%
23,119
-763
445
$347K 0.01%
+567
446
$335K 0.01%
+9,989
447
$324K 0.01%
2,000
+289
448
$323K 0.01%
11,148
-278
449
$320K 0.01%
+485
450
$310K 0.01%
+5,693
16 17
18
19 20