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
NXT icon
351
Nextracker
NXT
$15.5B
$736K 0.02%
+13,541
EXE
352
Expand Energy Corp
EXE
$26.8B
$736K 0.02%
6,291
-37
CPRX icon
353
Catalyst Pharmaceutical
CPRX
$2.63B
$726K 0.02%
33,435
+2,225
CRWD icon
354
CrowdStrike
CRWD
$135B
$702K 0.02%
1,378
+558
PRVA icon
355
Privia Health
PRVA
$2.88B
$700K 0.02%
+30,432
COCO icon
356
Vita Coco
COCO
$2.4B
$699K 0.02%
19,376
+731
HEI icon
357
HEICO Corp
HEI
$45B
$695K 0.02%
2,119
-357
HUBS icon
358
HubSpot
HUBS
$20.9B
$693K 0.02%
1,245
+45
TXT icon
359
Textron
TXT
$14.5B
$691K 0.02%
8,601
-96,499
RRC icon
360
Range Resources
RRC
$8.9B
$688K 0.02%
16,912
+79
CWST icon
361
Casella Waste Systems
CWST
$5.59B
$680K 0.02%
5,894
+145
ATGE icon
362
Adtalem Global Education
ATGE
$3.45B
$678K 0.02%
5,326
+135
VSEC icon
363
VSE Corp
VSEC
$4.13B
$668K 0.02%
5,103
+261
CRSP icon
364
CRISPR Therapeutics
CRSP
$5.01B
$664K 0.02%
+13,654
ROK icon
365
Rockwell Automation
ROK
$42B
$648K 0.02%
1,952
-267
AROC icon
366
Archrock
AROC
$4.31B
$643K 0.02%
25,904
+812
CVCO icon
367
Cavco Industries
CVCO
$4.5B
$641K 0.02%
1,475
+46
ARTY
368
iShares Future AI & Tech ETF
ARTY
$1.65B
$636K 0.02%
15,507
+7,369
SIXG
369
Defiance Connective Technologies ETF
SIXG
$777M
$634K 0.02%
12,014
+5,694
ADMA icon
370
ADMA Biologics
ADMA
$3.46B
$631K 0.02%
34,670
-5,386
GMED icon
371
Globus Medical
GMED
$11.2B
$628K 0.02%
10,639
-1,568
SCCO icon
372
Southern Copper
SCCO
$111B
$627K 0.02%
6,256
+28
FINX icon
373
Global X FinTech ETF
FINX
$280M
$625K 0.02%
18,261
+8,627
SKWD icon
374
Skyward Specialty Insurance
SKWD
$1.92B
$608K 0.02%
10,527
+495
KMPR icon
375
Kemper
KMPR
$2.17B
$608K 0.02%
+9,425
13 14
15
16 17