MWM
Moran Wealth Management Portfolio holdings
AUM
$3.32B
1-Year Est. Return
16.99%
1 Year Est. Return
+16.99%
AUM
$3.23B
AUM Growth
+$253M
(+8.5%)
Holding
518
Top Buys
| 1 | +$18.8M | |
| 2 | +$18.6M | |
| 3 | +$16.6M | |
| 4 |
Colgate-Palmolive
CL
|
+$14.5M |
| 5 |
Cincinnati Financial
CINF
|
+$14.1M |
Top Sells
| 1 | +$21.8M | |
| 2 | +$18.8M | |
| 3 | +$16M | |
| 4 |
DFS
Discover Financial Services
DFS
|
+$14.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
Coterra Energy
CTRA
$19.9B
| $2.96M | 0.09% |
+116,743
|
|
||
252
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.32B
| $2.95M | 0.09% |
38,863
+3,002
|
|
||
253
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $2.93M | 0.09% |
95,361
+8,033
|
|
||
|
XYZ
254
Block Inc
XYZ
$39.9B
| $2.89M | 0.09% |
42,545
-1,511
|
|
||
255
Flowers Foods
FLO
$2.41B
| $2.88M | 0.09% |
180,484
-10,794
|
|
||
256
Zoom
ZM
$24.7B
| $2.84M | 0.09% |
36,442
+2,017
|
|
||
257
AST SpaceMobile
ASTS
$19B
| $2.72M | 0.08% |
58,300
+16,259
|
|
||
258
Chewy
CHWY
$13.8B
| $2.66M | 0.08% |
62,413
+8,983
|
|
||
259
Visteon
VC
$2.95B
| $2.65M | 0.08% |
28,382
-4,162
|
|
||
260
Lazard
LAZ
$4.85B
| $2.59M | 0.08% |
+54,000
|
|
||
261
NMI Holdings
NMIH
$2.87B
| $2.55M | 0.08% |
60,531
+44,664
|
|
||
262
Cameco
CCJ
$40.8B
| $2.52M | 0.08% |
33,983
-14,653
|
|
||
263
Advanced Micro Devices
AMD
$398B
| $2.49M | 0.08% |
17,569
+3,852
|
|
||
264
DexCom
DXCM
$21.6B
| $2.46M | 0.08% |
+28,229
|
|
||
265
Sanmina
SANM
$9.51B
| $2.46M | 0.08% |
25,149
-3,534
|
|
||
266
Regeneron Pharmaceuticals
REGN
$68.8B
| $2.41M | 0.07% |
4,590
-15,211
|
|
||
267
Kontoor Brands
KTB
$4.03B
| $2.39M | 0.07% |
36,273
-5,595
|
|
||
268
Victory Capital Holdings
VCTR
$4.12B
| $2.37M | 0.07% |
37,159
-8,328
|
|
||
269
Wheaton Precious Metals
WPM
$46B
| $2.37M | 0.07% |
26,343
-956
|
|
||
270
Moelis & Co
MC
$4.69B
| $2.36M | 0.07% |
+37,832
|
|
||
271
RenaissanceRe
RNR
$12.3B
| $2.28M | 0.07% |
9,388
-251
|
|
||
272
Agnico Eagle Mines
AEM
$83.3B
| $2.19M | 0.07% |
18,404
+2,135
|
|
||
273
Steven Madden
SHOO
$2.74B
| $2.17M | 0.07% |
90,688
-32,933
|
|
||
274
Terex
TEX
$2.99B
| $2.17M | 0.07% |
46,376
-5,803
|
|
||
275
Artisan Partners
APAM
$3.16B
| $2.16M | 0.07% |
48,623
-6,688
|
|