MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$33.7M
2
+$28.8M
3
+$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1
+$17.6M
2
+$17M
3
+$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
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
CNR
301
Core Natural Resources Inc
CNR
$3.99B
$1.55M 0.05%
18,515
+86
CRWD icon
302
CrowdStrike
CRWD
$130B
$1.54M 0.05%
3,148
+1,770
BTU icon
303
Peabody Energy
BTU
$3.35B
$1.53M 0.05%
57,817
-1,238
CIBR icon
304
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$1.52M 0.05%
20,027
+9,122
FR icon
305
First Industrial Realty Trust
FR
$7.47B
$1.5M 0.05%
29,122
-625
IVT icon
306
InvenTrust Properties
IVT
$2.2B
$1.48M 0.04%
51,601
-1,100
PRIM icon
307
Primoris Services
PRIM
$6.74B
$1.46M 0.04%
10,636
+204
ACWI icon
308
iShares MSCI ACWI ETF
ACWI
$24.3B
$1.45M 0.04%
10,520
+1,270
CUZ icon
309
Cousins Properties
CUZ
$4.3B
$1.43M 0.04%
49,479
-676
LIT icon
310
Global X Lithium & Battery Tech ETF
LIT
$1.4B
$1.41M 0.04%
24,861
+10,799
CRSP icon
311
CRISPR Therapeutics
CRSP
$4.92B
$1.41M 0.04%
21,697
+8,043
EWK icon
312
iShares MSCI Belgium ETF
EWK
$23.2M
$1.38M 0.04%
+59,313
AVB icon
313
AvalonBay Communities
AVB
$25.6B
$1.38M 0.04%
7,121
-80
FCX icon
314
Freeport-McMoran
FCX
$61.7B
$1.36M 0.04%
34,653
-706
ADC icon
315
Agree Realty
ADC
$8.52B
$1.34M 0.04%
18,890
-160
STRL icon
316
Sterling Infrastructure
STRL
$10.1B
$1.34M 0.04%
3,936
-3
IESC icon
317
IES Holdings
IESC
$8.28B
$1.33M 0.04%
3,340
+21
STAG icon
318
STAG Industrial
STAG
$7.24B
$1.29M 0.04%
36,488
-475
SIXG
319
Defiance Connective Technologies ETF
SIXG
$663M
$1.28M 0.04%
20,780
+8,766
CUBE icon
320
CubeSmart
CUBE
$8.45B
$1.27M 0.04%
31,183
-339
SE icon
321
Sea Limited
SE
$81.6B
$1.25M 0.04%
6,970
+4,813
ARTY
322
iShares Future AI & Tech ETF
ARTY
$1.96B
$1.24M 0.04%
27,052
+11,545
HST icon
323
Host Hotels & Resorts
HST
$12.1B
$1.23M 0.04%
72,120
-1,404
CPT icon
324
Camden Property Trust
CPT
$11.3B
$1.21M 0.04%
11,308
-25
RRC icon
325
Range Resources
RRC
$9.02B
$1.2M 0.04%
31,837
+14,925
11 12
13
14 15