We are live on ! Find out more
MWM

Moran Wealth Management Portfolio holdings

AUM $3.67B
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
+21.63%
1 Year Est. Return
+36.71%
3 Year Est. Return
+106.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.67B
AUM Growth
+$402M
Cap. Flow
+$1.76M
Cap. Flow %
0.05%
Top 10 Hldgs %
13.77%
Holding
561
New
87
Increased
174
Reduced
229
Closed
70

Top Buys

Rank Stock Value
1
DRI icon
Darden Restaurants
DRI
+$16.8M
2
MRVL icon
Marvell Technology
MRVL
+$16.5M
3
ZTS icon
Zoetis
ZTS
+$15.4M
4
EXE
Expand Energy Corp
EXE
+$13.1M
5
AU icon
AngloGold Ashanti
AU
+$12.9M

Top Sells

Rank Stock Value
1
AFL icon
Aflac
AFL
+$21.5M
2
LOW icon
Lowe's Companies
LOW
+$15.8M
3
INTU icon
Intuit
INTU
+$15.7M
4
PGR icon
Progressive
PGR
+$13M
5
PCAR icon
PACCAR
PCAR
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Industrials 16.71%
3 Financials 10.7%
4 Healthcare 9.21%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHX icon
251
L3Harris
LHX
$47.8B
$3.4M 0.09%
11,696
-221
-2% -$70.2K
PLD icon
252
Prologis
PLD
$131B
$3.38M 0.09%
24,960
+168
+0.7% +$23.8K
OSIS icon
253
OSI Systems
OSIS
$3.25B
$3.36M 0.09%
15,352
+676
+5% +$166K
DUK icon
254
Duke Energy
DUK
$93.7B
$3.27M 0.09%
25,854
-159
-0.6% -$20.1K
DT icon
255
Dynatrace
DT
$15B
$3.27M 0.09%
74,448
-4,885
-6% -$190K
TMUS icon
256
T-Mobile US
TMUS
$195B
$3.25M 0.09%
19,398
-232
-1% -$43.9K
ARTY
257
iShares Future AI & Tech ETF
ARTY
$4.04B
$3.23M 0.09%
42,382
-3,385
-7% -$224K
TSLA icon
258
Tesla
TSLA
$1.4T
$3.17M 0.09%
7,527
+2,965
+65% +$1.18M
AIQ icon
259
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$3.08M 0.08%
47,004
-337
-0.7% -$20.1K
CCJ icon
260
Cameco
CCJ
$43.9B
$3.08M 0.08%
30,204
-10,790
-26% -$1.21M
HCC icon
261
Warrior Met Coal
HCC
$5.52B
$3.05M 0.08%
37,634
-789
-2% -$71.3K
CACI icon
262
CACI
CACI
$13.8B
$3.02M 0.08%
6,522
-343
-5% -$175K
SOXX icon
263
iShares Semiconductor ETF
SOXX
$42.8B
$2.94M 0.08%
4,593
-827
-15% -$420K
VOO icon
264
Vanguard S&P 500 ETF
VOO
$1.03T
$2.94M 0.08%
4,279
+2,857
+201% +$1.9M
CRUS icon
265
Cirrus Logic
CRUS
$5.67B
$2.93M 0.08%
19,720
-2,214
-10% -$362K
FNV icon
266
Franco-Nevada
FNV
$51.3B
$2.92M 0.08%
14,029
+260
+2% +$60.6K
BAC.PRS icon
267
Bank of America Depository Shares Series SS
BAC.PRS
$488M
$2.9M 0.08%
+150,825
New +$2.89M
ISRG icon
268
Intuitive Surgical
ISRG
$130B
$2.9M 0.08%
7,286
+2,560
+54% +$1.12M
IBUY icon
269
Amplify Online Retail ETF
IBUY
$125M
$2.88M 0.08%
41,625
+7,021
+20% +$469K
AA icon
270
Alcoa
AA
$13.2B
$2.86M 0.08%
54,779
-6,083
-10% -$407K
RRC icon
271
Range Resources
RRC
$9.81B
$2.8M 0.08%
75,321
-344
-0.5% -$14K
TDC icon
272
Teradata
TDC
$2.61B
$2.78M 0.08%
+80,362
New +$2.44M
KEX icon
273
Kirby Corp
KEX
$7.43B
$2.77M 0.08%
+20,356
New +$2.91M
OXY icon
274
Occidental Petroleum
OXY
$60B
$2.76M 0.08%
56,913
-180
-0.3% -$10.2K
RGLD icon
275
Royal Gold
RGLD
$22.2B
$2.72M 0.07%
13,604
-236
-2% -$54.9K
9 10
11
12 13

Similar funds

ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Moran Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Moran Wealth Management held 561 positions worth $3.67B, up 12% from $3.27B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Moran Wealth Management's Q2 2026 filing shows 87 new, 174 increased, 229 reduced and 70 closed positions. Its largest new stake was Darden Restaurants: 83,994 shares worth $17.3M. The largest sale was Aflac, an estimated $21.5M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Moran Wealth Management's largest Q2 2026 buy was Darden Restaurants: 83,994 shares worth $17.3M.
  • Moran Wealth Management added most to Zoetis in Q2 2026, an estimated $15.4M increase.
  • Moran Wealth Management's biggest Q2 2026 reduction was Aflac, cutting an estimated $21.5M.
  • Moran Wealth Management fully exited Lowe's Companies in Q2 2026, selling an estimated $15.8M.
  • Moran Wealth Management's ten largest holdings make up 14% of its $3.67B portfolio in Q2 2026.
  • Moran Wealth Management opened 87 new positions and closed 70 in Q2 2026.
  • Moran Wealth Management's portfolio value rose 12% quarter-over-quarter to $3.67B.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.