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
26
$24.9M 0.75%
145,619
-37,854
27
$24.5M 0.74%
35,879
-1,581
28
$24.2M 0.73%
52,902
-1,938
29
$24.1M 0.73%
245,087
-4,393
30
$24M 0.72%
48,128
-33,247
31
$23.8M 0.72%
63,587
-1,882
32
$23.8M 0.72%
+170,086
33
$23.3M 0.7%
176,391
-4,948
34
$23M 0.69%
31,350
+825
35
$23M 0.69%
94,493
-1,590
36
$22.8M 0.69%
204,122
-32,310
37
$22.6M 0.68%
123,018
-761
38
$22M 0.66%
70,264
-3,180
39
$21.9M 0.66%
92,677
-1,760
40
$21.3M 0.64%
64,114
-1,589
41
$20.7M 0.62%
202,788
-1,408
42
$20.5M 0.62%
230,424
-10,032
43
$20M 0.6%
105,151
+1,840
44
$20M 0.6%
292,481
-15,567
45
$19.9M 0.6%
129,826
+89,511
46
$19.9M 0.6%
73,605
-3,509
47
$19.8M 0.6%
47,762
-10,331
48
$19.3M 0.58%
56,615
+3,788
49
$19.2M 0.58%
83,843
+467
50
$18.4M 0.55%
188,115
-7,301
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