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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
+21.63%
1 Year Est. Return
+36.71%
3 Year Est. Return
+106.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.67B
AUM Growth
+$402M
Cap. Flow
+$1.76M
Cap. Flow %
0.05%
Top 10 Hldgs %
13.77%
Holding
561
New
87
Increased
174
Reduced
229
Closed
70

Top Buys

Rank Stock Value
1
DRI icon
Darden Restaurants
DRI
+$16.8M
2
MRVL icon
Marvell Technology
MRVL
+$16.5M
3
ZTS icon
Zoetis
ZTS
+$15.4M
4
EXE
Expand Energy Corp
EXE
+$13.1M
5
AU icon
AngloGold Ashanti
AU
+$12.9M

Top Sells

Rank Stock Value
1
AFL icon
Aflac
AFL
+$21.5M
2
LOW icon
Lowe's Companies
LOW
+$15.8M
3
INTU icon
Intuit
INTU
+$15.7M
4
PGR icon
Progressive
PGR
+$13M
5
PCAR icon
PACCAR
PCAR
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Industrials 16.71%
3 Financials 10.7%
4 Healthcare 9.21%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHE icon
426
Benchmark Electronics
BHE
$2.61B
$403K 0.01%
4,081
+74
+2% +$5.9K
LLYVA icon
427
Liberty Live Group Series A
LLYVA
$8.99B
$399K 0.01%
3,942
+948
+32% +$89.8K
FISV
428
Fiserv Inc
FISV
$28.2B
$383K 0.01%
7,804
-400
-5% -$22.4K
SEG
429
Seaport Entertainment Group
SEG
$336M
$381K 0.01%
14,330
+3,395
+31% +$79.8K
CM icon
430
Canadian Imperial Bank of Commerce
CM
$107B
$374K 0.01%
3,253
+232
+8% +$25.4K
SPMO icon
431
Invesco S&P 500 Momentum ETF
SPMO
$22.5B
$369K 0.01%
2,286
-7
-0.3% -$987
SOLV icon
432
Solventum
SOLV
$15.6B
$363K 0.01%
4,711
+1,145
+32% +$83.5K
CSTM icon
433
Constellium
CSTM
$3.68B
$359K 0.01%
11,272
+247
+2% +$7.97K
WS icon
434
Worthington Steel
WS
$1.84B
$357K 0.01%
10,638
+2,609
+32% +$100K
ACWI icon
435
iShares MSCI ACWI ETF
ACWI
$33.5B
$355K 0.01%
2,263
-14,020
-86% -$2.14M
TIGO icon
436
Millicom
TIGO
$15.9B
$336K 0.01%
3,699
+203
+6% +$17.1K
SNOW icon
437
Snowflake
SNOW
$117B
$333K 0.01%
1,310
-182
-12% -$33.5K
GHM icon
438
Graham Corp
GHM
$1.03B
$332K 0.01%
2,680
-50
-2% -$4.96K
SNX icon
439
TD Synnex
SNX
$21B
$326K 0.01%
+1,221
New +$294K
IWR icon
440
iShares Russell Mid-Cap ETF
IWR
$56.9B
$326K 0.01%
2,952
– –
GS icon
441
Goldman Sachs
GS
$302B
$324K 0.01%
+320
New +$312K
RTX icon
442
RTX Corp
RTX
$271B
$323K 0.01%
+1,704
New +$313K
GTX icon
443
Garrett Motion
GTX
$5.22B
$323K 0.01%
+8,903
New +$248K
EZPW icon
444
Ezcorp Inc
EZPW
$2.05B
$322K 0.01%
9,317
+201
+2% +$6.34K
FET icon
445
Forum Energy Technologies
FET
$921M
$319K 0.01%
6,341
+7
+0.1% +$390
MAR icon
446
Marriott International
MAR
$87.8B
$318K 0.01%
+859
New +$317K
OSCR icon
447
Oscar Health
OSCR
$9.95B
$314K 0.01%
+11,006
New +$237K
AMTM
448
Amentum Holdings
AMTM
$4.9B
$312K 0.01%
15,076
-4,509
-23% -$109K
MICC
449
The Magnum Ice Cream Company N.V.
MICC
$11.8B
$312K 0.01%
17,886
-1,442
-7% -$22.4K
SPDW icon
450
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.5B
$307K 0.01%
+6,092
New +$302K
16 17
18
19 20

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ISL
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PCMI
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LIP
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AC
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BP
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QCG
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WPC
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MCM
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Moran Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Moran Wealth Management held 561 positions worth $3.67B, up 12% from $3.27B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Moran Wealth Management's Q2 2026 filing shows 87 new, 174 increased, 229 reduced and 70 closed positions. Its largest new stake was Darden Restaurants: 83,994 shares worth $17.3M. The largest sale was Aflac, an estimated $21.5M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Moran Wealth Management's largest Q2 2026 buy was Darden Restaurants: 83,994 shares worth $17.3M.
  • Moran Wealth Management added most to Zoetis in Q2 2026, an estimated $15.4M increase.
  • Moran Wealth Management's biggest Q2 2026 reduction was Aflac, cutting an estimated $21.5M.
  • Moran Wealth Management fully exited Lowe's Companies in Q2 2026, selling an estimated $15.8M.
  • Moran Wealth Management's ten largest holdings make up 14% of its $3.67B portfolio in Q2 2026.
  • Moran Wealth Management opened 87 new positions and closed 70 in Q2 2026.
  • Moran Wealth Management's portfolio value rose 12% quarter-over-quarter to $3.67B.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.