MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.6M
3
+$16.6M
4
CL icon
Colgate-Palmolive
CL
+$14.5M
5
CINF icon
Cincinnati Financial
CINF
+$14.1M

Top Sells

1
+$21.8M
2
+$18.8M
3
+$16M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
Evercore
EVR
+$14.4M

Sector Composition

1 Technology 23.26%
2 Industrials 17.41%
3 Financials 14.73%
4 Consumer Discretionary 9.96%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TKO icon
226
TKO Group
TKO
$14.3B
$3.64M 0.11%
20,003
-435
IOSP icon
227
Innospec
IOSP
$1.87B
$3.58M 0.11%
42,603
-2,422
MU icon
228
Micron Technology
MU
$283B
$3.57M 0.11%
29,000
-2,474
PLD icon
229
Prologis
PLD
$116B
$3.56M 0.11%
33,897
-11,685
ANF icon
230
Abercrombie & Fitch
ANF
$3.37B
$3.55M 0.11%
42,884
-2,706
CACI icon
231
CACI
CACI
$13.1B
$3.54M 0.11%
7,425
-66
BF.B icon
232
Brown-Forman Class B
BF.B
$12.8B
$3.5M 0.11%
+130,020
AIT icon
233
Applied Industrial Technologies
AIT
$9.87B
$3.47M 0.11%
+14,937
IT icon
234
Gartner
IT
$16.5B
$3.45M 0.11%
8,537
-18,660
SLB icon
235
SLB Ltd
SLB
$54.9B
$3.41M 0.11%
100,826
+22,219
NU icon
236
Nu Holdings
NU
$77.1B
$3.36M 0.1%
244,951
-548,897
ATO icon
237
Atmos Energy
ATO
$28.4B
$3.36M 0.1%
21,785
+533
INFY icon
238
Infosys
INFY
$69.4B
$3.31M 0.1%
178,802
+15,750
LBRDA icon
239
Liberty Broadband Class A
LBRDA
$7.1B
$3.29M 0.1%
33,673
-3,011
CPAY icon
240
Corpay
CPAY
$19.9B
$3.23M 0.1%
9,723
-635
DFIN icon
241
Donnelley Financial Solutions
DFIN
$1.24B
$3.21M 0.1%
52,072
-8,239
KNSL icon
242
Kinsale Capital Group
KNSL
$9.12B
$3.19M 0.1%
6,602
-334
DIVO icon
243
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.27B
$3.19M 0.1%
75,027
+5,379
ON icon
244
ON Semiconductor
ON
$20B
$3.17M 0.1%
60,552
-1,309
TDY icon
245
Teledyne Technologies
TDY
$24.4B
$3.15M 0.1%
+6,141
ORCL icon
246
Oracle
ORCL
$677B
$3.14M 0.1%
14,369
+2,358
TM icon
247
Toyota
TM
$265B
$3.08M 0.1%
17,897
+1,113
BCC icon
248
Boise Cascade
BCC
$2.59B
$3.08M 0.09%
35,466
-2,245
RPRX icon
249
Royalty Pharma
RPRX
$16.5B
$3.05M 0.09%
84,533
-4,458
MMC icon
250
Marsh & McLennan
MMC
$87.2B
$2.97M 0.09%
13,566
+477
8 9
10
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