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
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.6M
3
+$16.6M
4
CL icon
Colgate-Palmolive
CL
+$14.5M
5
CINF icon
Cincinnati Financial
CINF
+$14.1M

Top Sells

1
+$21.8M
2
+$18.8M
3
+$16M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
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
ADC icon
301
Agree Realty
ADC
$8.42B
$1.39M 0.04%
19,050
-250
EQX icon
302
Equinox Gold
EQX
$9.56B
$1.37M 0.04%
237,899
+1,326
ISRG icon
303
Intuitive Surgical
ISRG
$201B
$1.35M 0.04%
2,476
+757
STAG icon
304
STAG Industrial
STAG
$7.26B
$1.34M 0.04%
36,963
+164
CUBE icon
305
CubeSmart
CUBE
$8.39B
$1.34M 0.04%
31,522
+270
NOW icon
306
ServiceNow
NOW
$179B
$1.31M 0.04%
1,274
+98
FNV icon
307
Franco-Nevada
FNV
$37.7B
$1.3M 0.04%
7,935
-73
SNPS icon
308
Synopsys
SNPS
$72.5B
$1.3M 0.04%
2,532
+62
CNR
309
Core Natural Resources Inc
CNR
$4.63B
$1.29M 0.04%
18,429
-50,591
CPT icon
310
Camden Property Trust
CPT
$10.9B
$1.28M 0.04%
11,333
-41
EQR icon
311
Equity Residential
EQR
$22.4B
$1.25M 0.04%
18,538
+42
MAA icon
312
Mid-America Apartment Communities
MAA
$15.2B
$1.25M 0.04%
8,449
-72
ACWI icon
313
iShares MSCI ACWI ETF
ACWI
$23.3B
$1.19M 0.04%
9,250
+7,136
HCC icon
314
Warrior Met Coal
HCC
$4.35B
$1.14M 0.04%
24,905
+531
HST icon
315
Host Hotels & Resorts
HST
$12.3B
$1.13M 0.03%
73,524
+2,562
EGP icon
316
EastGroup Properties
EGP
$9.45B
$1.12M 0.03%
6,707
+186
ELS icon
317
Equity Lifestyle Properties
ELS
$12B
$1.11M 0.03%
17,995
+220
LRN icon
318
Stride
LRN
$3.04B
$1.1M 0.03%
7,589
-590
TRNO icon
319
Terreno Realty
TRNO
$6.27B
$1.09M 0.03%
19,434
+341
SBSW icon
320
Sibanye-Stillwater
SBSW
$7.95B
$1.08M 0.03%
+150,179
IDCC icon
321
InterDigital
IDCC
$9.48B
$1.06M 0.03%
4,722
+814
MELI icon
322
Mercado Libre
MELI
$105B
$1.05M 0.03%
402
+3
NTR icon
323
Nutrien
NTR
$27.9B
$1.05M 0.03%
17,985
-744
MOS icon
324
The Mosaic Company
MOS
$8.1B
$1.03M 0.03%
28,232
-1,303
LPLA icon
325
LPL Financial
LPLA
$29.9B
$993K 0.03%
2,648
+37
11 12
13
14 15