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
176
$4.98M 0.15%
50,837
+10,014
177
$4.98M 0.15%
210,427
+93,684
178
$4.9M 0.15%
70,241
-11,766
179
$4.89M 0.15%
48,271
-55,693
180
$4.89M 0.15%
155,545
+7,136
181
$4.88M 0.15%
73,145
+2,563
182
$4.86M 0.15%
177,998
+13,831
183
$4.83M 0.15%
38,039
-967
184
$4.68M 0.14%
74,860
-90,326
185
$4.65M 0.14%
32,477
+4,337
186
$4.59M 0.14%
42,570
-642
187
$4.58M 0.14%
126,221
+5,169
188
$4.52M 0.14%
137,827
-64,697
189
$4.49M 0.14%
15,978
+1,609
190
$4.49M 0.14%
18,746
-493
191
$4.46M 0.13%
157,611
-3,051
192
$4.46M 0.13%
278,284
+33,333
193
$4.4M 0.13%
60,125
-742
194
$4.38M 0.13%
1,963,724
+76,787
195
$4.37M 0.13%
15,153
-33,693
196
$4.35M 0.13%
48,083
-1,427
197
$4.3M 0.13%
35,431
+355
198
$4.25M 0.13%
98,157
-2,255
199
$4.17M 0.13%
137,857
+6,368
200
$4.17M 0.13%
36,209
-1,230
6 7
8
9 10