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
151
$5.92M 0.18%
16,011
-132
152
$5.92M 0.18%
122,123
+143
153
$5.86M 0.18%
41,457
-20,735
154
$5.85M 0.18%
175,334
-8,960
155
$5.81M 0.18%
43,579
+2,035
156
$5.77M 0.17%
10,215
-773
157
$5.74M 0.17%
453,477
+15,430
158
$5.72M 0.17%
29,609
-40,847
159
$5.71M 0.17%
39,486
-4,309
160
$5.64M 0.17%
353,627
+7,963
161
$5.63M 0.17%
19,966
-631
162
$5.57M 0.17%
45,581
-1,366
163
$5.49M 0.17%
14,141
-32,707
164
$5.36M 0.16%
320,272
+10,186
165
$5.36M 0.16%
5,534
-341
166
$5.28M 0.16%
696,496
+24,372
167
$5.19M 0.16%
35,904
-1,150
168
$5.18M 0.16%
19,401
+693
169
$5.18M 0.16%
33,977
-72
170
$5.18M 0.16%
30,916
+168
171
$5.18M 0.16%
17,634
+108
172
$5.11M 0.15%
85,582
-12,172
173
$5.11M 0.15%
31,499
-749
174
$5.06M 0.15%
54,076
-2,305
175
$5.02M 0.15%
22,715
-546
5 6
7
8 9