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
DVA icon
451
DaVita
DVA
$12.1B
$232K 0.01%
+1,509
EZPW icon
452
Ezcorp Inc
EZPW
$1.91B
$231K 0.01%
+9,116
ANGI icon
453
Angi Inc
ANGI
$256M
$229K 0.01%
33,464
+19,978
RAL
454
Ralliant Corp
RAL
$6.94B
$227K 0.01%
+5,454
ANAB icon
455
AnaptysBio
ANAB
$1.49B
$225K 0.01%
+4,064
SNOW icon
456
Snowflake
SNOW
$83.6B
$225K 0.01%
1,492
-15
BHE icon
457
Benchmark Electronics
BHE
$3.16B
$225K 0.01%
+4,007
DHR icon
458
Danaher
DHR
$125B
$222K 0.01%
1,171
-1,303
FHI icon
459
Federated Hermes
FHI
$4.26B
$220K 0.01%
+3,873
MDB icon
460
MongoDB
MDB
$29.6B
$219K 0.01%
893
-70
DBD icon
461
Diebold Nixdorf
DBD
$2.85B
$218K 0.01%
+2,885
STNG icon
462
Scorpio Tankers
STNG
$3.73B
$216K 0.01%
+2,887
GHM icon
463
Graham Corp
GHM
$1.17B
$215K 0.01%
+2,730
VVX icon
464
V2X
VVX
$2.61B
$215K 0.01%
+3,135
KALU icon
465
Kaiser Aluminum
KALU
$3.11B
$214K 0.01%
+1,776
INBX icon
466
Inhibrx
INBX
$1.37B
$213K 0.01%
+3,163
VSNT
467
Versant Media Group
VSNT
$5.87B
$212K 0.01%
+5,736
RNG icon
468
RingCentral
RNG
$3.69B
$209K 0.01%
+5,630
CVNA icon
469
Carvana
CVNA
$45.6B
$209K 0.01%
+3,320
RL icon
470
Ralph Lauren
RL
$21.6B
$206K 0.01%
+600
UFCS icon
471
United Fire Group
UFCS
$1.12B
$204K 0.01%
+5,515
GAP
472
The Gap Inc
GAP
$7.67B
$203K 0.01%
+8,408
PATH icon
473
UiPath
PATH
$6.07B
$159K ﹤0.01%
+14,366
OPFI icon
474
OppFi
OPFI
$714M
$84.1K ﹤0.01%
+10,908
ABT icon
475
Abbott
ABT
$152B
-1,709