MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1 +$42.2M
2 +$12.9M
3 +$12.7M
4
CASY icon
Casey's General Stores
CASY
+$12.1M
5
WMB icon
Williams Companies
WMB
+$11.5M

Top Sells

1 +$23.9M
2 +$21.6M
3 +$15.2M
4
PGR icon
Progressive
PGR
+$12.7M
5
WRB icon
W.R. Berkley
WRB
+$12.1M

Sector Composition

1 Technology 21.98%
2 Industrials 17.58%
3 Financials 12.42%
4 Healthcare 9.38%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CMRE icon
426
Costamare
CMRE
$1.88B
$282K 0.01%
+16,667
GLIBA
427
Liberty Capital Corporation Series A GCI Group Common Stock
GLIBA
$848M
$281K 0.01%
+7,625
PBF icon
428
PBF Energy
PBF
$5.03B
$281K 0.01%
+5,894
ORN icon
429
Orion Group Holdings
ORN
$563M
$277K 0.01%
+25,429
TCMD icon
430
Tactile Systems Technology
TCMD
$551M
$276K 0.01%
+10,576
LLYVA icon
431
Liberty Live Group Series A
LLYVA
$8.76B
$274K 0.01%
+2,994
WDC icon
432
Western Digital
WDC
$205B
$273K 0.01%
+1,009
CSTM icon
433
Constellium
CSTM
$4.91B
$271K 0.01%
11,025
+692
CBRE icon
434
CBRE Group
CBRE
$37.4B
$269K 0.01%
1,984
-138
EIX icon
435
Edison International
EIX
$27.3B
$265K 0.01%
+3,625
IOT icon
436
Samsara
IOT
$21.2B
$263K 0.01%
8,291
+562
TIGO icon
437
Millicom
TIGO
$14.9B
$262K 0.01%
+3,496
UI icon
438
Ubiquiti
UI
$35.6B
$259K 0.01%
+328
SPMO icon
439
Invesco S&P 500 Momentum ETF
SPMO
$20.5B
$257K 0.01%
2,293
+441
D icon
440
Dominion Energy
D
$57.6B
$255K 0.01%
+4,119
CENX icon
441
Century Aluminum
CENX
$6.63B
$249K 0.01%
+4,248
UCTT
442
Ultra Clean Holdings
UCTT
$4.15B
$249K 0.01%
+3,997
EQT icon
443
EQT Corp
EQT
$34.1B
$248K 0.01%
3,890
-4,222
GCT icon
444
GigaCloud Technology
GCT
$1.18B
$247K 0.01%
+5,443
WS icon
445
Worthington Steel
WS
$2.23B
$244K 0.01%
+8,029
COHR icon
446
Coherent
COHR
$81.7B
$242K 0.01%
+1,014
ORCL icon
447
Oracle
ORCL
$662B
$240K 0.01%
1,631
-542
RHLD
448
Resolute Holdings Management
RHLD
$937M
$238K 0.01%
+1,464
SEG
449
Seaport Entertainment Group
SEG
$311M
$235K 0.01%
+10,935
SOLV icon
450
Solventum
SOLV
$13.2B
$233K 0.01%
+3,566