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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
-2.13%
1 Year Est. Return
+36.71%
3 Year Est. Return
+106.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
-$36.4M
Cap. Flow %
-1.22%
Top 10 Hldgs %
14.81%
Holding
500
New
89
Increased
144
Reduced
200
Closed
67

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$19.8M
2
PGR icon
Progressive
PGR
+$17.6M
3
KR icon
Kroger
KR
+$13.1M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.7M
5
SF
Stifel
SF
+$11.4M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$22.7M
2
TTE icon
TotalEnergies
TTE
+$22.6M
3
CB icon
Chubb
CB
+$22.3M
4
ATO icon
Atmos Energy
ATO
+$21.2M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

Rank Sector Weight
1 Technology 21.18%
2 Industrials 18.78%
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
SKWD icon
376
Skyward Specialty Insurance
SKWD
$2.36B
$531K 0.02%
10,032
+585
+6% +$28.2K
ODFL icon
377
Old Dominion Freight Line
ODFL
$41.2B
$530K 0.02%
3,201
-265
-8% -$48.2K
RDNT icon
378
RadNet
RDNT
$5.87B
$529K 0.02%
10,643
+225
+2% +$13.3K
BWA icon
379
BorgWarner
BWA
$13.1B
$528K 0.02%
18,415
+546
+3% +$16.6K
CVSA
380
Covista Inc
CVSA
$4.58B
$522K 0.02%
+5,191
New +$518K
KTOS icon
381
Kratos Defense & Security Solutions
KTOS
$9.76B
$518K 0.02%
17,441
+506
+3% +$15.4K
VCEL icon
382
Vericel Corp
VCEL
$2.1B
$517K 0.02%
11,593
+53
+0.5% +$2.85K
LMB icon
383
Limbach Holdings
LMB
$493M
$510K 0.02%
+6,848
New +$598K
TMO icon
384
Thermo Fisher Scientific
TMO
$230B
$510K 0.02%
1,024
-65
-6% -$35.2K
LRCX icon
385
Lam Research
LRCX
$378B
$490K 0.02%
+6,746
New +$531K
DHR icon
386
Danaher
DHR
$152B
$468K 0.02%
2,284
-129
-5% -$28.2K
STRL icon
387
Sterling Infrastructure
STRL
$14.4B
$457K 0.02%
4,036
+1,491
+59% +$210K
WDS icon
388
Woodside Energy
WDS
$43.8B
$437K 0.01%
30,185
-3,151
-9% -$47.9K
MANH icon
389
Manhattan Associates
MANH
$13B
$419K 0.01%
2,422
-173
-7% -$36K
ENTG icon
390
Entegris
ENTG
$20.6B
$405K 0.01%
4,633
-267
-5% -$26.9K
AX icon
391
Axos Financial
AX
$5.55B
$400K 0.01%
6,195
+649
+12% +$44K
CIBR icon
392
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$380K 0.01%
+6,027
New +$400K
WELL icon
393
Welltower
WELL
$172B
$376K 0.01%
+2,454
New +$350K
AIQ icon
394
Global X Artificial Intelligence & Technology ETF
AIQ
$10.4B
$375K 0.01%
+10,295
New +$405K
DSP icon
395
Viant Technology
DSP
$280M
$367K 0.01%
+29,539
New +$541K
ELF icon
396
e.l.f. Beauty
ELF
$6.14B
$331K 0.01%
5,269
+702
+15% +$61.1K
VRTX icon
397
Vertex Pharmaceuticals
VRTX
$137B
$312K 0.01%
644
-29,300
-98% -$13.7M
GE icon
398
GE Aerospace
GE
$355B
$301K 0.01%
1,503
+143
+11% +$28.1K
CRWD icon
399
CrowdStrike
CRWD
$224B
$289K 0.01%
+3,280
New +$312K
EAT icon
400
Brinker International
EAT
$9.87B
$283K 0.01%
1,897
-140
-7% -$21.5K
14 15
16
17 18

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MCM
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Moran Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Moran Wealth Management held 500 positions worth $2.97B, down 5.1% from $3.13B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Moran Wealth Management's Q1 2025 filing shows 89 new, 144 increased, 200 reduced and 67 closed positions. Its largest new stake was Arista Networks: 194,850 shares worth $15.1M. The largest sale was JPMorgan Chase, an estimated $22.7M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Industrials and Financials.

  • Moran Wealth Management's largest Q1 2025 buy was Arista Networks: 194,850 shares worth $15.1M.
  • Moran Wealth Management added most to Progressive in Q1 2025, an estimated $17.6M increase.
  • Moran Wealth Management's biggest Q1 2025 reduction was JPMorgan Chase, cutting an estimated $22.7M.
  • Moran Wealth Management fully exited Chubb in Q1 2025, selling an estimated $22.3M.
  • Moran Wealth Management's ten largest holdings make up 15% of its $2.97B portfolio in Q1 2025.
  • Moran Wealth Management opened 89 new positions and closed 67 in Q1 2025.
  • Moran Wealth Management's portfolio value fell 5.1% quarter-over-quarter to $2.97B.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.