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
FITB icon
376
Fifth Third Bancorp
FITB
$28.3B
$605K 0.02%
14,700
-2,448
DOX icon
377
Amdocs
DOX
$9.3B
$604K 0.02%
6,618
-75,219
SNSR icon
378
Global X Internet of Things ETF
SNSR
$206M
$602K 0.02%
15,945
+7,594
UGI icon
379
UGI
UGI
$7.3B
$602K 0.02%
+16,517
MILN icon
380
Global X Millennial Consumer ETF
MILN
$118M
$594K 0.02%
12,179
+5,683
ALB icon
381
Albemarle
ALB
$11.4B
$594K 0.02%
9,482
+148
LRCX icon
382
Lam Research
LRCX
$200B
$592K 0.02%
6,077
-669
IBUY icon
383
Amplify Online Retail ETF
IBUY
$152M
$591K 0.02%
8,567
+4,019
ADBE icon
384
Adobe
ADBE
$137B
$590K 0.02%
1,524
+122
TYL icon
385
Tyler Technologies
TYL
$19.9B
$588K 0.02%
991
-147
IHAK icon
386
iShares Cybersecurity and Tech ETF
IHAK
$923M
$586K 0.02%
11,011
+5,044
MAR icon
387
Marriott International
MAR
$78.1B
$579K 0.02%
2,118
-2,044
MSCI icon
388
MSCI
MSCI
$43.8B
$578K 0.02%
1,002
-257
BWA icon
389
BorgWarner
BWA
$9.61B
$573K 0.02%
17,104
-1,311
VALE icon
390
Vale
VALE
$51.9B
$571K 0.02%
58,834
+1,537
LPX icon
391
Louisiana-Pacific
LPX
$5.47B
$568K 0.02%
6,603
+156
CMC icon
392
Commercial Metals
CMC
$6.52B
$567K 0.02%
11,595
-1,748
LECO icon
393
Lincoln Electric
LECO
$12.5B
$567K 0.02%
2,734
-356
ZBRA icon
394
Zebra Technologies
ZBRA
$13.1B
$566K 0.02%
1,834
+916
JKHY icon
395
Jack Henry & Associates
JKHY
$11.7B
$565K 0.02%
3,136
-430
DLB icon
396
Dolby
DLB
$6.24B
$556K 0.02%
7,481
-1,167
HURN icon
397
Huron Consulting
HURN
$2.86B
$556K 0.02%
+4,039
SMR icon
398
NuScale Power
SMR
$5.09B
$554K 0.02%
+14,005
NUE icon
399
Nucor
NUE
$33.1B
$549K 0.02%
4,235
-492
VLO icon
400
Valero Energy
VLO
$53.6B
$546K 0.02%
4,065
-662
14 15
16
17 18