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
201
$4.16M 0.13%
43,625
+1,608
202
$4.16M 0.13%
158,024
+8,473
203
$4.11M 0.12%
21,482
-40,195
204
$4.1M 0.12%
12,677
-6,755
205
$4.06M 0.12%
61,579
+3,803
206
$4.01M 0.12%
113,764
+29,231
207
$4M 0.12%
100,392
-3,941
208
$3.97M 0.12%
52,158
-2,223
209
$3.9M 0.12%
45,963
-1,275
210
$3.88M 0.12%
88,946
-1,435
211
$3.84M 0.12%
22,781
+18,605
212
$3.84M 0.12%
14,693
-244
213
$3.81M 0.11%
33,265
-632
214
$3.79M 0.11%
121,553
-6,945
215
$3.72M 0.11%
26,449
+23,597
216
$3.68M 0.11%
9,427
-3,380
217
$3.67M 0.11%
7,350
-75
218
$3.65M 0.11%
19,109
+1,212
219
$3.65M 0.11%
21,380
-405
220
$3.61M 0.11%
21,570
+23
221
$3.59M 0.11%
+11,759
222
$3.58M 0.11%
132,214
+2,194
223
$3.58M 0.11%
6,104
-37
224
$3.53M 0.11%
79,269
+4,242
225
$3.53M 0.11%
+12,875
7 8
9
10 11