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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
501
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-1,366
502
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-62,413
503
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-81,809
504
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-11,595
505
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0
506
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-3,394
507
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-4,763
508
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-5,894
509
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-40,527
510
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-43,347
511
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-44,350
512
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-7,792
513
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-97,207
514
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-2,208
515
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-5,838
516
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-309,526
517
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-10,321
518
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-1,245
519
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-7,750
520
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-8,537
521
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522
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-9,425
523
– –
-6,602
524
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-33,673
525
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-169,515
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