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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
DXCM icon
326
DexCom
DXCM
$33.2B
$1.93M 0.05%
28,615
-1,361
-5% -$90.7K
IOSP icon
327
Innospec
IOSP
$2.31B
$1.92M 0.05%
23,639
-3,392
-13% -$268K
MILN
328
Global X Millennial Consumer ETF
MILN
$94.5M
$1.91M 0.05%
44,204
+7,335
+20% +$317K
FINX icon
329
Global X FinTech ETF
FINX
$177M
$1.91M 0.05%
77,507
-12,237
-14% -$305K
EQX icon
330
Equinox Gold
EQX
$15B
$1.89M 0.05%
194,045
-5,113
-3% -$66K
AGI icon
331
Alamos Gold
AGI
$15.5B
$1.87M 0.05%
61,658
-616
-1% -$24.9K
ADUS icon
332
Addus HomeCare
ADUS
$2.22B
$1.86M 0.05%
18,491
-1,447
-7% -$137K
SHOP icon
333
Shopify
SHOP
$187B
$1.86M 0.05%
16,266
+10,088
+163% +$1.15M
AIR icon
334
AAR Corp
AIR
$5.09B
$1.85M 0.05%
+12,972
New +$1.53M
AVAV icon
335
AeroVironment
AVAV
$7.35B
$1.85M 0.05%
11,214
-11,610
-51% -$2.08M
AZZ icon
336
AZZ Inc
AZZ
$4.21B
$1.85M 0.05%
11,936
+3,510
+42% +$499K
PLOW icon
337
Douglas Dynamics
PLOW
$976M
$1.82M 0.05%
+33,691
New +$1.55M
BLOK icon
338
Amplify Blockchain Technology ETF
BLOK
$1.15B
$1.81M 0.05%
28,928
+1,419
+5% +$87.6K
SEI
339
Solaris Energy Infrastructure
SEI
$3.62B
$1.8M 0.05%
22,311
+3,045
+16% +$218K
LAZ icon
340
Lazard
LAZ
$4.39B
$1.79M 0.05%
42,602
-3,664
-8% -$168K
NASA
341
Tema Space Innovators ETF
NASA
$1.09B
$1.77M 0.05%
+58,271
New +$1.86M
MOS icon
342
The Mosaic Company
MOS
$8.22B
$1.75M 0.05%
82,470
-7
-0% -$162
SBSW icon
343
Sibanye-Stillwater
SBSW
$9.05B
$1.73M 0.05%
204,235
-3,162
-2% -$36.9K
VYM icon
344
Vanguard High Dividend Yield ETF
VYM
$82.8B
$1.68M 0.05%
10,652
+2,101
+25% +$328K
SCCO icon
345
Southern Copper
SCCO
$168B
$1.67M 0.05%
9,723
-338
-3% -$60.7K
APAM icon
346
Artisan Partners
APAM
$2.95B
$1.61M 0.04%
46,662
-3,853
-8% -$142K
STOK icon
347
Stoke Therapeutics
STOK
$1.92B
$1.57M 0.04%
47,977
+7,425
+18% +$238K
VALE icon
348
Vale
VALE
$65B
$1.56M 0.04%
103,842
-2,369
-2% -$38.6K
VSEC icon
349
VSE Corp
VSEC
$5.72B
$1.52M 0.04%
6,667
+1,222
+22% +$235K
WT icon
350
WisdomTree
WT
$3.77B
$1.52M 0.04%
89,668
+13,585
+18% +$241K
12 13
14
15 16

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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.