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
101
$10.3M 0.31%
362,312
+6,487
102
$10.3M 0.31%
44,045
-668
103
$10.2M 0.31%
74,091
+41,779
104
$10.2M 0.31%
46,316
-1,305
105
$10.1M 0.31%
29,745
-894
106
$10.1M 0.3%
75,255
-456
107
$10.1M 0.3%
+109,986
108
$10M 0.3%
24,747
+632
109
$9.85M 0.3%
146,871
+4,104
110
$9.7M 0.29%
66,321
-402
111
$9.43M 0.28%
39,796
+19,450
112
$9.25M 0.28%
26,701
-571
113
$9.22M 0.28%
81,762
-2,628
114
$9.19M 0.28%
486,301
+10,056
115
$9.16M 0.28%
88,039
-1,410
116
$9.04M 0.27%
41,609
+2,781
117
$8.98M 0.27%
273,440
+5,963
118
$8.42M 0.25%
133,523
-1,160
119
$8.31M 0.25%
38,500
-50
120
$8.13M 0.25%
153,085
-3,187
121
$8.06M 0.24%
37,933
-40,055
122
$7.94M 0.24%
+41,798
123
$7.91M 0.24%
103,250
-1,434
124
$7.89M 0.24%
39,043
+19,040
125
$7.86M 0.24%
46,967
+17,967
3 4
5
6 7