MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.3M
3
+$10M
4
FTNT icon
Fortinet
FTNT
+$9.33M
5
SBAC icon
SBA Communications
SBAC
+$9.02M

Top Sells

1
+$57.4M
2
+$28.8M
3
+$23.5M
4
HSY icon
Hershey
HSY
+$17.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.7M

Sector Composition

1 Technology 23.68%
2 Industrials 17.27%
3 Financials 13.94%
4 Consumer Discretionary 9.75%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CM icon
426
Canadian Imperial Bank of Commerce
CM
$92.8B
$367K 0.01%
4,050
-915
NUE icon
427
Nucor
NUE
$40.5B
$365K 0.01%
2,235
-883
UNH icon
428
UnitedHealth
UNH
$259B
$364K 0.01%
+1,102
EMXC icon
429
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.6B
$360K 0.01%
+4,952
MSCI icon
430
MSCI
MSCI
$41.4B
$358K 0.01%
624
-311
AME icon
431
Ametek
AME
$54B
$358K 0.01%
1,742
-780
FITB
432
Fifth Third Bancorp
FITB
$44.4B
$355K 0.01%
7,590
-3,838
DASH icon
433
DoorDash
DASH
$75.4B
$342K 0.01%
1,508
-271
CBRE icon
434
CBRE Group
CBRE
$42.4B
$341K 0.01%
2,122
-349
SNOW icon
435
Snowflake
SNOW
$56.8B
$331K 0.01%
1,507
-207
ONON icon
436
On Holding
ONON
$14B
$330K 0.01%
7,095
-3,554
MICC
437
The Magnum Ice Cream Company N.V.
MICC
$9.22B
$327K 0.01%
+20,668
ETR icon
438
Entergy
ETR
$47.8B
$319K 0.01%
3,453
-671
UGI icon
439
UGI
UGI
$7.89B
$319K 0.01%
8,522
-4,387
COP icon
440
ConocoPhillips
COP
$146B
$303K 0.01%
3,234
-1,431
APP icon
441
Applovin
APP
$147B
$301K 0.01%
446
-72
USB icon
442
US Bancorp
USB
$84.3B
$298K 0.01%
5,577
-3,334
REVG
443
DELISTED
REV Group
REVG
$293K 0.01%
4,822
-406
PM icon
444
Philip Morris
PM
$276B
$291K 0.01%
1,816
-184
TYL icon
445
Tyler Technologies
TYL
$15.6B
$291K 0.01%
640
-292
CSGP icon
446
CoStar Group
CSGP
$19.6B
$289K 0.01%
4,298
-2,059
IWS icon
447
iShares Russell Mid-Cap Value ETF
IWS
$15.1B
$279K 0.01%
1,980
-168,106
LVS icon
448
Las Vegas Sands
LVS
$37.2B
$277K 0.01%
4,249
-1,125
IOT icon
449
Samsara
IOT
$16.9B
$274K 0.01%
7,729
-1,621
BIO icon
450
Bio-Rad Laboratories Class A
BIO
$7.47B
$272K 0.01%
899
-677
16 17
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