MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.1M
3
+$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1
+$24.2M
2
+$22.4M
3
+$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.76%
3 Financials 14.18%
4 Consumer Discretionary 10.58%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EGP icon
301
EastGroup Properties
EGP
$9.59B
$1.15M 0.04%
6,521
+73
DOCU icon
302
DocuSign
DOCU
$13.7B
$1.13M 0.04%
13,842
-974
OXY icon
303
Occidental Petroleum
OXY
$40.3B
$1.09M 0.04%
22,079
+2,035
SNPS icon
304
Synopsys
SNPS
$83.1B
$1.06M 0.04%
2,470
-68
LRN icon
305
Stride
LRN
$6.32B
$1.03M 0.03%
8,179
-643
HST icon
306
Host Hotels & Resorts
HST
$11.2B
$1.01M 0.03%
70,962
+1,223
MAR icon
307
Marriott International
MAR
$70.8B
$991K 0.03%
4,162
-207
ASTS icon
308
AST SpaceMobile
ASTS
$22.7B
$956K 0.03%
+42,041
NOW icon
309
ServiceNow
NOW
$188B
$936K 0.03%
1,176
+56
NTR icon
310
Nutrien
NTR
$27.9B
$929K 0.03%
18,729
+5,008
HES
311
DELISTED
Hess
HES
$899K 0.03%
5,631
+6
GMED icon
312
Globus Medical
GMED
$8.05B
$894K 0.03%
12,207
-1,421
REXR icon
313
Rexford Industrial Realty
REXR
$10.2B
$886K 0.03%
22,620
+868
RTX icon
314
RTX Corp
RTX
$211B
$856K 0.03%
6,463
-556
LPLA icon
315
LPL Financial
LPLA
$27B
$854K 0.03%
2,611
-111
ISRG icon
316
Intuitive Surgical
ISRG
$160B
$851K 0.03%
1,719
-59
NWSA icon
317
News Corp Class A
NWSA
$14.6B
$850K 0.03%
31,220
-3,255
GOLF icon
318
Acushnet Holdings
GOLF
$4.72B
$842K 0.03%
12,262
-1,022
PLMR icon
319
Palomar
PLMR
$3.07B
$830K 0.03%
6,057
-103
ICE icon
320
Intercontinental Exchange
ICE
$87.9B
$816K 0.03%
4,732
-417
IDCC icon
321
InterDigital
IDCC
$9.47B
$808K 0.03%
3,908
-178
ROL icon
322
Rollins
ROL
$27.1B
$798K 0.03%
14,777
-464
MOS icon
323
The Mosaic Company
MOS
$9.31B
$798K 0.03%
+29,535
ADMA icon
324
ADMA Biologics
ADMA
$3.43B
$795K 0.03%
+40,056
MELI icon
325
Mercado Libre
MELI
$103B
$778K 0.03%
399
-14
11 12
13
14 15