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
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$33.7M
2 +$28.8M
3 +$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1 +$17.6M
2 +$17M
3 +$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

Sector Composition

1 Technology 24.19%
2 Industrials 16.9%
3 Financials 12.48%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZS icon
451
Zscaler
ZS
$34.1B
$308K 0.01%
+1,027
FWONA icon
452
Liberty Media Series A
FWONA
$20.5B
$301K 0.01%
+3,158
DDOG icon
453
Datadog
DDOG
$41.7B
$300K 0.01%
+2,105
REVG icon
454
REV Group
REVG
$3.31B
$296K 0.01%
5,228
-2,289
TPL icon
455
Texas Pacific Land
TPL
$23.3B
$292K 0.01%
+939
NOW icon
456
ServiceNow
NOW
$134B
$290K 0.01%
1,575
-4,795
LVS icon
457
Las Vegas Sands
LVS
$39.9B
$289K 0.01%
+5,374
CINF icon
458
Cincinnati Financial
CINF
$25.3B
$287K 0.01%
1,816
-92,742
LPLA icon
459
LPL Financial
LPLA
$30.3B
$287K 0.01%
862
-1,786
NTNX icon
460
Nutanix
NTNX
$12.4B
$286K 0.01%
+3,851
NET icon
461
Cloudflare
NET
$64.5B
$286K 0.01%
+1,333
VRSN icon
462
VeriSign
VRSN
$23.1B
$285K 0.01%
+1,021
ALNY icon
463
Alnylam Pharmaceuticals
ALNY
$47.5B
$285K 0.01%
+625
VIK icon
464
Viking Holdings
VIK
$30.8B
$283K 0.01%
+4,548
RDDT icon
465
Reddit
RDDT
$43.8B
$282K 0.01%
+1,224
EA icon
466
Electronic Arts
EA
$51.1B
$280K 0.01%
1,389
-3,798
MDB icon
467
MongoDB
MDB
$32.5B
$276K 0.01%
+889
HLT icon
468
Hilton Worldwide
HLT
$69.9B
$272K 0.01%
+1,049
DAL icon
469
Delta Air Lines
DAL
$46B
$269K 0.01%
+4,738
CTSH icon
470
Cognizant
CTSH
$40.9B
$267K 0.01%
3,980
-86,393
EAT icon
471
Brinker International
EAT
$7.01B
$265K 0.01%
2,091
-42
CCL icon
472
Carnival Corp
CCL
$38B
$264K 0.01%
+9,129
ARES icon
473
Ares Management
ARES
$37.4B
$262K 0.01%
+1,638
TOST icon
474
Toast
TOST
$19.7B
$261K 0.01%
+7,142
GWRE icon
475
Guidewire Software
GWRE
$13.5B
$260K 0.01%
+1,131