MWM
Moran Wealth Management Portfolio holdings
AUM
$3.26B
1-Year Est. Return
19.44%
This Fund
S&P 500
1 Year Est. Return
+19.44%
AUM
$3.26B
AUM Growth
-$54.8M
(-1.7%)
Holding
545
Top Buys
| 1 | +$17.8M | |
| 2 | +$11.3M | |
| 3 | +$10M | |
| 4 |
Fortinet
FTNT
|
+$9.33M |
| 5 |
SBA Communications
SBAC
|
+$9.02M |
Top Sells
| 1 | +$57.4M | |
| 2 | +$28.8M | |
| 3 | +$23.5M | |
| 4 |
Hershey
HSY
|
+$17.2M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$14.7M |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Industrials | 17.27% |
| 3 | Financials | 13.94% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Healthcare | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Zoom
ZM
$25.9B
| $3.13M | 0.1% |
36,232
+177
|
|
||
252
Apogee Enterprises
APOG
$777M
| $3.07M | 0.09% |
84,287
-4,659
|
|
||
253
Exelixis
EXEL
$11.4B
| $3.02M | 0.09% |
68,892
-2,925
|
|
||
254
Intuitive Surgical
ISRG
$167B
| $2.83M | 0.09% |
5,004
+1,431
|
|
||
255
Duke Energy
DUK
$99.6B
| $2.83M | 0.09% |
24,154
-1,287
|
|
||
256
Bread Financial
BFH
$3.75B
| $2.82M | 0.09% |
+38,142
|
|
||
257
HCI Group
HCI
$2.05B
| $2.77M | 0.08% |
14,437
-1,190
|
|
||
258
Warrior Met Coal
HCC
$4.56B
| $2.74M | 0.08% |
31,132
+6,392
|
|
||
259
Euronet Worldwide
EEFT
$2.93B
| $2.7M | 0.08% |
35,450
-3,783
|
|
||
260
CONMED
CNMD
$1.18B
| $2.67M | 0.08% |
65,812
-7,665
|
|
||
261
Alcoa
AA
$17.3B
| $2.63M | 0.08% |
+49,516
|
|
||
262
Equinix
EQIX
$107B
| $2.59M | 0.08% |
3,375
+3,081
|
|
||
263
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.1B
| $2.54M | 0.08% |
35,553
+15,526
|
|
||
264
Palomar
PLMR
$3.51B
| $2.47M | 0.08% |
+18,353
|
|
||
265
Simon Property Group
SPG
$67B
| $2.44M | 0.07% |
13,174
+282
|
|
||
266
Royal Gold
RGLD
$22.7B
| $2.43M | 0.07% |
10,953
+1,293
|
|
||
267
Generac Holdings
GNRC
$12.4B
| $2.43M | 0.07% |
17,839
+1,936
|
|
||
268
Halozyme
HALO
$8.21B
| $2.4M | 0.07% |
35,596
+151
|
|
||
269
Agnico Eagle Mines
AEM
$110B
| $2.38M | 0.07% |
14,015
-4,784
|
|
||
270
Freeport-McMoran
FCX
$101B
| $2.37M | 0.07% |
46,594
+11,941
|
|
||
|
EXE
271
Expand Energy Corp
EXE
$23B
| $2.32M | 0.07% |
21,032
+9,927
|
|
||
272
Sibanye-Stillwater
SBSW
$9.77B
| $2.31M | 0.07% |
162,020
+15,164
|
|
||
273
ACI Worldwide
ACIW
$4.52B
| $2.29M | 0.07% |
47,821
-3,607
|
|
||
274
Moelis & Co
MC
$4.96B
| $2.25M | 0.07% |
32,786
-5,202
|
|
||
275
Visteon
VC
$2.65B
| $2.23M | 0.07% |
23,497
-1,881
|
|