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
126
$7.82M 0.24%
10,251
+422
127
$7.54M 0.23%
+11,807
128
$7.54M 0.23%
89,420
-2,945
129
$7.45M 0.22%
14,491
-363
130
$7.42M 0.22%
21,548
-655
131
$7.41M 0.22%
107,690
-2,684
132
$7.18M 0.22%
128,733
+1,434
133
$7.08M 0.21%
12,954
+911
134
$7.05M 0.21%
96,593
-1,182
135
$6.95M 0.21%
82,048
+19,041
136
$6.88M 0.21%
33,675
-16,294
137
$6.74M 0.2%
74,240
-1,829
138
$6.73M 0.2%
101,930
+2,124
139
$6.57M 0.2%
26,801
-382
140
$6.54M 0.2%
21,939
+21
141
$6.52M 0.2%
64,456
-4,062
142
$6.38M 0.19%
575,392
+12,221
143
$6.32M 0.19%
124,367
-61,046
144
$6.27M 0.19%
102,906
-2,302
145
$6.27M 0.19%
16,181
-1,006
146
$6.22M 0.19%
872,870
+19,767
147
$6.06M 0.18%
25,401
-249
148
$6M 0.18%
47,924
-2,859
149
$6M 0.18%
26,700
-29
150
$5.93M 0.18%
64,899
-902
4 5
6
7 8