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
1
$75.3M 2.27%
228,189
-46,145
2
$63.8M 1.92%
95,796
+50,604
3
$60.7M 1.83%
80,027
-3,588
4
$59.4M 1.79%
318,471
+10,524
5
$55.5M 1.67%
107,203
-1,612
6
$53.6M 1.62%
126,971
-6,421
7
$49.4M 1.49%
140,775
-6,372
8
$48.9M 1.48%
175,168
-12,629
9
$47.3M 1.43%
192,113
+13,978
10
$42.1M 1.27%
214,365
-24,486
11
$41.6M 1.25%
212,664
-10,370
12
$34M 1.03%
69,282
-8,711
13
$33M 1%
133,675
-23,461
14
$32.2M 0.97%
271,739
-11,149
15
$32.2M 0.97%
67,724
-2,391
16
$30.6M 0.92%
272,887
+1,473
17
$29.1M 0.88%
1,029,605
+9,113
18
$28.8M 0.87%
+279,302
19
$28.3M 0.85%
59,357
-1,005
20
$28.1M 0.85%
89,133
-14,164
21
$28M 0.84%
191,832
-3,265
22
$26.6M 0.8%
152,898
+988
23
$25.8M 0.78%
208,579
+102,363
24
$24.9M 0.75%
35,706
-874
25
$24.9M 0.75%
102,156
-8,257
1
2 3 4 5