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
CSGP icon
401
CoStar Group
CSGP
$28.6B
$544K 0.02%
6,769
-912
SMPL icon
402
Simply Good Foods
SMPL
$2B
$544K 0.02%
+17,206
LIT icon
403
Global X Lithium & Battery Tech ETF
LIT
$1.39B
$540K 0.02%
14,062
+6,960
VYM icon
404
Vanguard High Dividend Yield ETF
VYM
$64.9B
$538K 0.02%
4,032
+2,288
COP icon
405
ConocoPhillips
COP
$107B
$527K 0.02%
5,871
-728
CRAI icon
406
CRA International
CRAI
$1.18B
$523K 0.02%
+2,791
URA icon
407
Global X Uranium ETF
URA
$5.07B
$520K 0.02%
+13,397
WELL icon
408
Welltower
WELL
$131B
$518K 0.02%
3,367
+913
ARIS
409
DELISTED
Aris Water Solutions
ARIS
$514K 0.02%
21,716
+2,085
USB icon
410
US Bancorp
USB
$73.6B
$513K 0.02%
11,331
-1,471
IDRV icon
411
iShares Self-Driving EV and Tech ETF
IDRV
$170M
$512K 0.02%
+16,758
HALO icon
412
Halozyme
HALO
$8.02B
$509K 0.02%
+9,793
NOV icon
413
NOV
NOV
$5.62B
$508K 0.02%
40,861
-6,395
EXPD icon
414
Expeditors International
EXPD
$18.4B
$499K 0.02%
4,371
-526
LEN icon
415
Lennar Class A
LEN
$31B
$492K 0.02%
4,450
-790
BIO icon
416
Bio-Rad Laboratories Class A
BIO
$8.24B
$482K 0.01%
1,999
-278
CROX icon
417
Crocs
CROX
$4.09B
$482K 0.01%
4,763
-717
BLOK icon
418
Amplify Blockchain Technology ETF
BLOK
$1.42B
$477K 0.01%
+8,350
SCHG icon
419
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$470K 0.01%
+16,079
ODFL icon
420
Old Dominion Freight Line
ODFL
$29.3B
$463K 0.01%
2,852
-349
GE icon
421
GE Aerospace
GE
$324B
$460K 0.01%
1,788
+285
DSP icon
422
Viant Technology
DSP
$140M
$455K 0.01%
34,356
+4,817
ALKS icon
423
Alkermes
ALKS
$5.43B
$453K 0.01%
+15,833
SMH icon
424
VanEck Semiconductor ETF
SMH
$35.4B
$438K 0.01%
+1,571
MANH icon
425
Manhattan Associates
MANH
$10.7B
$430K 0.01%
2,179
-243
15 16
17
18 19