MWM
Moran Wealth Management Portfolio holdings
AUM
$3.32B
1-Year Est. Return
16.99%
1 Year Est. Return
+16.99%
AUM
$3.32B
AUM Growth
+$89.3M
(+2.8%)
Holding
542
Top Sells
| 1 | +$17.6M | |
| 2 | +$17M | |
| 3 | +$16.6M | |
| 4 |
Broadcom
AVGO
|
+$15.2M |
| 5 |
Cincinnati Financial
CINF
|
+$14.7M |
Sector Composition
| 1 | Technology | 24.19% |
| 2 | Industrials | 16.9% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 9.05% |
| 5 | Healthcare | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Steven Madden
SHOO
$3.03B
| $2.79M | 0.08% |
83,361
-7,327
|
|
||
252
Equinox Gold
EQX
$10.9B
| $2.72M | 0.08% |
242,954
+5,055
|
|
||
253
ACI Worldwide
ACIW
$4.79B
| $2.71M | 0.08% |
+51,428
|
|
||
254
Moelis & Co
MC
$4.7B
| $2.71M | 0.08% |
37,988
+156
|
|
||
255
Kontoor Brands
KTB
$4.18B
| $2.67M | 0.08% |
33,455
-2,818
|
|
||
256
Generac Holdings
GNRC
$9.11B
| $2.66M | 0.08% |
15,903
-10,855
|
|
||
257
Halozyme
HALO
$7.82B
| $2.6M | 0.08% |
35,445
+25,652
|
|
||
258
Sanmina
SANM
$8.41B
| $2.59M | 0.08% |
22,532
-2,617
|
|
||
259
Lazard
LAZ
$4.85B
| $2.59M | 0.08% |
49,070
-4,930
|
|
||
260
Omnicom Group
OMC
$23B
| $2.56M | 0.08% |
31,399
-41,195
|
|
||
261
Regeneron Pharmaceuticals
REGN
$78B
| $2.53M | 0.08% |
4,501
-89
|
|
||
262
Donnelley Financial Solutions
DFIN
$1.28B
| $2.44M | 0.07% |
47,488
-4,584
|
|
||
263
Alamos Gold
AGI
$15.2B
| $2.43M | 0.07% |
69,831
+2,201
|
|
||
264
Simon Property Group
SPG
$59.5B
| $2.42M | 0.07% |
12,892
-215
|
|
||
265
Addus HomeCare
ADUS
$2.22B
| $2.42M | 0.07% |
+20,504
|
|
||
266
Infosys
INFY
$72.2B
| $2.38M | 0.07% |
146,065
-32,737
|
|
||
267
iShares Russell 2000 Value ETF
IWN
$11.7B
| $2.36M | 0.07% |
+13,374
|
|
||
268
lululemon athletica
LULU
$21.6B
| $2.32M | 0.07% |
13,039
-12,137
|
|
||
269
Terex
TEX
$3.05B
| $2.28M | 0.07% |
44,419
-1,957
|
|
||
270
Victory Capital Holdings
VCTR
$3.95B
| $2.2M | 0.07% |
33,984
-3,175
|
|
||
271
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
| $2.18M | 0.07% |
29,687
+1,025
|
|
||
272
Amcor
AMCR
$19.4B
| $2.17M | 0.07% |
265,189
-869,557
|
|
||
273
NMI Holdings
NMIH
$2.94B
| $2.15M | 0.07% |
56,195
-4,336
|
|
||
274
EXL Service
EXLS
$6.31B
| $2.13M | 0.06% |
+48,417
|
|
||
275
Primerica
PRI
$8.07B
| $2.12M | 0.06% |
+7,641
|
|