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
SKWD icon
376
Skyward Specialty Insurance
SKWD
$1.87B
$531K 0.02%
10,032
+585
ODFL icon
377
Old Dominion Freight Line
ODFL
$29B
$530K 0.02%
3,201
-265
RDNT icon
378
RadNet
RDNT
$5.92B
$529K 0.02%
10,643
+225
BWA icon
379
BorgWarner
BWA
$9.22B
$528K 0.02%
18,415
+546
ATGE icon
380
Adtalem Global Education
ATGE
$5.5B
$522K 0.02%
+5,191
KTOS icon
381
Kratos Defense & Security Solutions
KTOS
$14B
$518K 0.02%
17,441
+506
VCEL icon
382
Vericel Corp
VCEL
$1.78B
$517K 0.02%
11,593
+53
LMB icon
383
Limbach Holdings
LMB
$1.07B
$510K 0.02%
+6,848
TMO icon
384
Thermo Fisher Scientific
TMO
$204B
$510K 0.02%
1,024
-65
LRCX icon
385
Lam Research
LRCX
$178B
$490K 0.02%
+6,746
DHR icon
386
Danaher
DHR
$150B
$468K 0.02%
2,284
-129
STRL icon
387
Sterling Infrastructure
STRL
$10.9B
$457K 0.02%
4,036
+1,491
WDS icon
388
Woodside Energy
WDS
$27.4B
$437K 0.01%
30,185
-3,151
MANH icon
389
Manhattan Associates
MANH
$11.9B
$419K 0.01%
2,422
-173
ENTG icon
390
Entegris
ENTG
$13.8B
$405K 0.01%
4,633
-267
AX icon
391
Axos Financial
AX
$4.33B
$400K 0.01%
6,195
+649
CIBR icon
392
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$380K 0.01%
+6,027
WELL icon
393
Welltower
WELL
$117B
$376K 0.01%
+2,454
AIQ icon
394
Global X Artificial Intelligence & Technology ETF
AIQ
$5.45B
$375K 0.01%
+10,295
DSP icon
395
Viant Technology
DSP
$133M
$367K 0.01%
+29,539
ELF icon
396
e.l.f. Beauty
ELF
$7.77B
$331K 0.01%
5,269
+702
VRTX icon
397
Vertex Pharmaceuticals
VRTX
$107B
$312K 0.01%
644
-29,300
GE icon
398
GE Aerospace
GE
$318B
$301K 0.01%
1,503
+143
CRWD icon
399
CrowdStrike
CRWD
$122B
$289K 0.01%
+820
EAT icon
400
Brinker International
EAT
$5.68B
$283K 0.01%
1,897
-140
14 15
16
17 18