MWM
Moran Wealth Management Portfolio holdings
AUM
$3.32B
1-Year Est. Return
16.99%
1 Year Est. Return
+16.99%
AUM
$3.32B
AUM Growth
+$89.3M
(+2.8%)
Holding
542
Top Sells
| 1 | +$17.6M | |
| 2 | +$17M | |
| 3 | +$16.6M | |
| 4 |
Broadcom
AVGO
|
+$15.2M |
| 5 |
Cincinnati Financial
CINF
|
+$14.7M |
Sector Composition
| 1 | Technology | 24.19% |
| 2 | Industrials | 16.9% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 9.05% |
| 5 | Healthcare | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
SLB Ltd
SLB
$54.3B
| $3.52M | 0.11% |
102,281
+1,455
|
|
||
227
Darden Restaurants
DRI
$20.3B
| $3.47M | 0.1% |
+18,239
|
|
||
228
CONMED
CNMD
$1.36B
| $3.46M | 0.1% |
73,477
-3,724
|
|
||
229
Abercrombie & Fitch
ANF
$4.59B
| $3.45M | 0.1% |
40,365
-2,519
|
|
||
230
AB Ultra Short Income ETF
YEAR
$1.49B
| $3.45M | 0.1% |
68,120
-118,072
|
|
||
231
Euronet Worldwide
EEFT
$3.12B
| $3.45M | 0.1% |
39,233
-1,298
|
|
||
232
Innospec
IOSP
$1.84B
| $3.42M | 0.1% |
44,357
+1,754
|
|
||
233
Advanced Micro Devices
AMD
$350B
| $3.41M | 0.1% |
21,094
+3,525
|
|
||
234
AST SpaceMobile
ASTS
$15.8B
| $3.37M | 0.1% |
68,607
+10,307
|
|
||
235
Henry Schein
HSIC
$8.44B
| $3.34M | 0.1% |
50,255
-924
|
|
||
236
Pilgrim's Pride
PPC
$9.24B
| $3.21M | 0.1% |
78,711
-60,388
|
|
||
237
Agnico Eagle Mines
AEM
$85.2B
| $3.17M | 0.1% |
18,799
+395
|
|
||
238
ON Semiconductor
ON
$20.7B
| $3.16M | 0.1% |
64,170
+3,618
|
|
||
239
Duke Energy
DUK
$93.1B
| $3.15M | 0.09% |
+25,441
|
|
||
240
GoDaddy
GDDY
$17.3B
| $3.14M | 0.09% |
22,920
-49,495
|
|
||
241
Coca-Cola
KO
$304B
| $3.12M | 0.09% |
47,051
-26,196
|
|
||
242
Cameco
CCJ
$38.4B
| $3.12M | 0.09% |
37,179
+3,196
|
|
||
243
Visteon
VC
$2.74B
| $3.04M | 0.09% |
25,378
-3,004
|
|
||
|
XYZ
244
Block Inc
XYZ
$36.5B
| $3.03M | 0.09% |
41,981
-564
|
|
||
245
HCI Group
HCI
$2.29B
| $3M | 0.09% |
+15,627
|
|
||
246
Zoom
ZM
$25B
| $2.97M | 0.09% |
36,055
-387
|
|
||
247
Exelixis
EXEL
$11.6B
| $2.97M | 0.09% |
71,817
-23,495
|
|
||
248
Wheaton Precious Metals
WPM
$48.9B
| $2.89M | 0.09% |
25,874
-469
|
|
||
249
Copart
CPRT
$37.7B
| $2.87M | 0.09% |
63,776
-45,881
|
|
||
250
Corpay
CPAY
$20.6B
| $2.84M | 0.09% |
9,855
+132
|
|