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
76
$14.3M 0.43%
15,550
-198
77
$14M 0.42%
+12,944
78
$13.3M 0.4%
65,263
+1,575
79
$13.3M 0.4%
129,238
+39,627
80
$13.3M 0.4%
65,120
+63,703
81
$13.1M 0.4%
63,934
-983
82
$12.7M 0.38%
26,094
-743
83
$12.7M 0.38%
58,087
-1,688
84
$12.7M 0.38%
46,214
-835
85
$12.6M 0.38%
186,668
+1,516
86
$12.6M 0.38%
70,274
-1,738
87
$12.5M 0.38%
88,788
+1,712
88
$12.4M 0.37%
215,982
+44,714
89
$11.9M 0.36%
37,573
-539
90
$11.8M 0.36%
301,380
+92,202
91
$11.5M 0.35%
85,677
+79,600
92
$11.4M 0.34%
9,751
+68
93
$11.4M 0.34%
218,777
+823
94
$11.2M 0.34%
12,087
+383
95
$10.8M 0.32%
185,882
-174
96
$10.7M 0.32%
32,676
-403
97
$10.4M 0.31%
62,831
+43
98
$10.4M 0.31%
40,945
+4,063
99
$10.4M 0.31%
+135,541
100
$10.3M 0.31%
153,333
+125,104
2 3
4
5 6