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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
ACIW icon
301
ACI Worldwide
ACIW
$5.35B
$2.28M 0.06%
45,337
-4,143
-8% -$180K
NEM icon
302
Newmont
NEM
$135B
$2.26M 0.06%
24,226
-475
-2% -$51.7K
ADEA icon
303
Adeia
ADEA
$2.92B
$2.26M 0.06%
68,562
+9,920
+17% +$293K
IWMI
304
NEOS Russell 2000 High Income ETF
IWMI
$1.23B
$2.26M 0.06%
42,152
+10,036
+31% +$515K
SBIO icon
305
ALPS Medical Breakthroughs ETF
SBIO
$244M
$2.2M 0.06%
34,030
+4,682
+16% +$257K
VC icon
306
Visteon
VC
$2.74B
$2.18M 0.06%
21,976
-1,884
-8% -$206K
TTEK icon
307
Tetra Tech
TTEK
$9.19B
$2.16M 0.06%
74,939
-9,206
-11% -$270K
PLTR icon
308
Palantir
PLTR
$419B
$2.14M 0.06%
18,381
+14,514
+375% +$1.98M
AEM icon
309
Agnico Eagle Mines
AEM
$104B
$2.14M 0.06%
13,786
-2,199
-14% -$407K
BTU icon
310
Peabody Energy
BTU
$3.52B
$2.13M 0.06%
92,206
+2,004
+2% +$53.3K
UFPI icon
311
UFP Industries
UFPI
$4.65B
$2.13M 0.06%
23,470
-2,091
-8% -$182K
KN icon
312
Knowles
KN
$3.03B
$2.12M 0.06%
51,147
+6,653
+15% +$231K
BCO icon
313
Brink's
BCO
$4.48B
$2.1M 0.06%
+22,233
New +$2.32M
NTR icon
314
Nutrien
NTR
$37.9B
$2.08M 0.06%
33,102
-281
-0.8% -$19.6K
PLMR icon
315
Palomar
PLMR
$3.59B
$2.08M 0.06%
16,473
-1,220
-7% -$144K
SPG icon
316
Simon Property Group
SPG
$67.8B
$2.06M 0.06%
9,219
-102
-1% -$21K
NMIH icon
317
NMI Holdings
NMIH
$3.37B
$2.06M 0.06%
50,017
-3,919
-7% -$150K
KFY icon
318
Korn Ferry
KFY
$4.38B
$2.05M 0.06%
30,837
-2,974
-9% -$201K
LOPE icon
319
Grand Canyon Education
LOPE
$3.98B
$2.03M 0.06%
+14,186
New +$2.25M
ALNT icon
320
Allient
ALNT
$1.61B
$2.02M 0.06%
19,599
+3,750
+24% +$289K
EEFT icon
321
Euronet Worldwide
EEFT
$2.76B
$2M 0.05%
27,302
-2,432
-8% -$170K
UTI icon
322
Universal Technical Institute
UTI
$1.22B
$1.99M 0.05%
46,613
+6,859
+17% +$264K
MC icon
323
Moelis & Co
MC
$5.11B
$1.99M 0.05%
30,409
-2,766
-8% -$181K
LFST icon
324
Lifestance Health
LFST
$4.86B
$1.94M 0.05%
181,413
+31,762
+21% +$245K
CRSP icon
325
CRISPR Therapeutics
CRSP
$5.39B
$1.93M 0.05%
35,374
+10,072
+40% +$531K
11 12
13
14 15

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LIP
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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.