MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
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
SLB icon
226
SLB Ltd
SLB
$69.2B
$3.52M 0.11%
102,281
+1,455
DRI icon
227
Darden Restaurants
DRI
$23.5B
$3.47M 0.1%
+18,239
CNMD icon
228
CONMED
CNMD
$1.15B
$3.46M 0.1%
73,477
-3,724
ANF icon
229
Abercrombie & Fitch
ANF
$3.96B
$3.45M 0.1%
40,365
-2,519
YEAR icon
230
AB Ultra Short Income ETF
YEAR
$1.46B
$3.45M 0.1%
68,120
-118,072
EEFT icon
231
Euronet Worldwide
EEFT
$2.81B
$3.45M 0.1%
39,233
-1,298
IOSP icon
232
Innospec
IOSP
$1.71B
$3.42M 0.1%
44,357
+1,754
AMD icon
233
Advanced Micro Devices
AMD
$320B
$3.41M 0.1%
21,094
+3,525
ASTS icon
234
AST SpaceMobile
ASTS
$28B
$3.37M 0.1%
68,607
+10,307
HSIC icon
235
Henry Schein
HSIC
$8.59B
$3.34M 0.1%
50,255
-924
PPC icon
236
Pilgrim's Pride
PPC
$8.87B
$3.21M 0.1%
78,711
-60,388
AEM icon
237
Agnico Eagle Mines
AEM
$105B
$3.17M 0.1%
18,799
+395
ON icon
238
ON Semiconductor
ON
$24B
$3.16M 0.1%
64,170
+3,618
DUK icon
239
Duke Energy
DUK
$103B
$3.15M 0.09%
+25,441
GDDY icon
240
GoDaddy
GDDY
$11.3B
$3.14M 0.09%
22,920
-49,495
KO icon
241
Coca-Cola
KO
$334B
$3.12M 0.09%
47,051
-26,196
CCJ icon
242
Cameco
CCJ
$48.6B
$3.12M 0.09%
37,179
+3,196
VC icon
243
Visteon
VC
$2.35B
$3.04M 0.09%
25,378
-3,004
XYZ
244
Block Inc
XYZ
$35.8B
$3.03M 0.09%
41,981
-564
HCI icon
245
HCI Group
HCI
$2.09B
$3M 0.09%
+15,627
ZM icon
246
Zoom
ZM
$22.4B
$2.97M 0.09%
36,055
-387
EXEL icon
247
Exelixis
EXEL
$10.9B
$2.97M 0.09%
71,817
-23,495
WPM icon
248
Wheaton Precious Metals
WPM
$62.3B
$2.89M 0.09%
25,874
-469
CPRT icon
249
Copart
CPRT
$32.8B
$2.87M 0.09%
63,776
-45,881
CPAY icon
250
Corpay
CPAY
$20.3B
$2.84M 0.09%
9,855
+132
8 9
10
11 12