MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.1M
3
+$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1
+$24.2M
2
+$22.4M
3
+$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.76%
3 Financials 14.18%
4 Consumer Discretionary 10.58%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXEL icon
226
Exelixis
EXEL
$10.6B
$3.44M 0.12%
93,272
+65,186
KNSL icon
227
Kinsale Capital Group
KNSL
$10.4B
$3.38M 0.11%
6,936
+368
SNN icon
228
Smith & Nephew
SNN
$15.4B
$3.33M 0.11%
117,385
+1,570
SHOO icon
229
Steven Madden
SHOO
$2.54B
$3.29M 0.11%
123,621
+102,495
SLB icon
230
SLB Limited
SLB
$48.7B
$3.29M 0.11%
78,607
-228,523
ATO icon
231
Atmos Energy
ATO
$28.3B
$3.29M 0.11%
21,252
-145,024
MMC icon
232
Marsh & McLennan
MMC
$92.9B
$3.19M 0.11%
13,089
+1,463
TKO icon
233
TKO Group
TKO
$15.5B
$3.12M 0.11%
20,438
+999
LBRDA icon
234
Liberty Broadband Class A
LBRDA
$8.33B
$3.12M 0.1%
36,684
+3,776
PDCO
235
DELISTED
Patterson Companies, Inc.
PDCO
$3.09M 0.1%
99,036
-15,519
GNRC icon
236
Generac Holdings
GNRC
$11.2B
$3.09M 0.1%
24,420
-1,277
INFY icon
237
Infosys
INFY
$67.7B
$2.98M 0.1%
163,052
-3,193
TM icon
238
Toyota
TM
$258B
$2.96M 0.1%
16,784
-217
CELH icon
239
Celsius Holdings
CELH
$16.7B
$2.93M 0.1%
82,327
+3,679
SCS icon
240
Steelcase
SCS
$1.9B
$2.91M 0.1%
+265,516
DIVO icon
241
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.18B
$2.84M 0.1%
69,648
-1,693
AMG icon
242
Affiliated Managers Group
AMG
$6.69B
$2.79M 0.09%
+16,632
RPRX icon
243
Royalty Pharma
RPRX
$16B
$2.77M 0.09%
+88,991
CACI icon
244
CACI
CACI
$11.3B
$2.75M 0.09%
+7,491
MU icon
245
Micron Technology
MU
$227B
$2.73M 0.09%
31,474
-15,222
VCLT icon
246
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.48B
$2.72M 0.09%
35,861
+925
KTB icon
247
Kontoor Brands
KTB
$4.71B
$2.68M 0.09%
+41,868
PFF icon
248
iShares Preferred and Income Securities ETF
PFF
$14.6B
$2.68M 0.09%
87,328
-321
DFIN icon
249
Donnelley Financial Solutions
DFIN
$1.42B
$2.64M 0.09%
+60,311
VCTR icon
250
Victory Capital Holdings
VCTR
$4.36B
$2.63M 0.09%
45,487
-3,233
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10
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