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
51
$18M 0.54%
+214,812
52
$18M 0.54%
267,076
+65,170
53
$17.8M 0.54%
35,484
-160
54
$17.8M 0.54%
23,046
-509
55
$17.7M 0.53%
301,163
+89,515
56
$17.5M 0.53%
21,165
-6,412
57
$17.3M 0.52%
30,390
-2,133
58
$17.2M 0.52%
91,757
+3,338
59
$16.6M 0.5%
160,664
+2,816
60
$16.4M 0.49%
25,220
+5,427
61
$16.4M 0.49%
65,140
+6,400
62
$15.9M 0.48%
72,463
+1,419
63
$15.8M 0.48%
74,452
-4,541
64
$15.8M 0.48%
131,990
+101,860
65
$15.7M 0.47%
196,019
+28,454
66
$15.6M 0.47%
82,257
-93,037
67
$15.6M 0.47%
188,651
+6,495
68
$15.4M 0.46%
82,894
-16,418
69
$15.1M 0.46%
200,193
+36,177
70
$14.9M 0.45%
96,270
+9
71
$14.8M 0.45%
73,823
-1,390
72
$14.7M 0.44%
154,662
-231
73
$14.7M 0.44%
135,245
-7,403
74
$14.6M 0.44%
177,197
-3,981
75
$14.5M 0.44%
70,837
+5,085
1 2
3
4 5