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
NRG icon
426
NRG Energy
NRG
$30.4B
$426K 0.01%
2,653
+268
GRID icon
427
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$5.58B
$417K 0.01%
+3,000
DHR icon
428
Danaher
DHR
$169B
$407K 0.01%
2,062
-222
RCL icon
429
Royal Caribbean
RCL
$75.8B
$405K 0.01%
1,293
+311
TSLA icon
430
Tesla
TSLA
$1.46T
$404K 0.01%
+1,271
DASH icon
431
DoorDash
DASH
$90.6B
$401K 0.01%
1,628
+365
SKYY icon
432
First Trust Cloud Computing ETF
SKYY
$2.85B
$397K 0.01%
+3,266
EMQQ icon
433
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$352M
$397K 0.01%
+9,531
COOP
434
DELISTED
Mr. Cooper
COOP
$386K 0.01%
2,586
+239
EAT icon
435
Brinker International
EAT
$7.41B
$385K 0.01%
2,133
+236
PX icon
436
P10
PX
$1.17B
$382K 0.01%
+37,409
TMO icon
437
Thermo Fisher Scientific
TMO
$235B
$378K 0.01%
932
-92
HOOD icon
438
Robinhood
HOOD
$99.2B
$371K 0.01%
+3,967
WDS icon
439
Woodside Energy
WDS
$30B
$368K 0.01%
23,882
-6,303
REVG icon
440
REV Group
REVG
$3.35B
$358K 0.01%
+7,517
ENTG icon
441
Entegris
ENTG
$17.2B
$347K 0.01%
4,299
-334
SE icon
442
Sea Limited
SE
$73.4B
$345K 0.01%
2,157
+499
RACE icon
443
Ferrari
RACE
$62.8B
$335K 0.01%
686
+152
TDG icon
444
TransDigm Group
TDG
$80.7B
$328K 0.01%
216
+56
AJG icon
445
Arthur J. Gallagher & Co
AJG
$65.8B
$326K 0.01%
1,019
+229
VIRT icon
446
Virtu Financial
VIRT
$3.05B
$316K 0.01%
7,054
+679
PM icon
447
Philip Morris
PM
$269B
$312K 0.01%
+1,711
CRH icon
448
CRH
CRH
$82B
$312K 0.01%
3,394
+813
ARKG icon
449
ARK Genomic Revolution ETF
ARKG
$1.3B
$311K 0.01%
+12,791
CM icon
450
Canadian Imperial Bank of Commerce
CM
$85.3B
$305K 0.01%
+4,303
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