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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
MYRG icon
451
MYR Group
MYRG
$4.46B
$302K 0.01%
+604
New +$248K
MCRI icon
452
Monarch Casino & Resort
MCRI
$2.18B
$300K 0.01%
+2,280
New +$266K
JHG
453
DELISTED
Janus Henderson
JHG
$296K 0.01%
5,697
+202
+4% +$10.4K
RELY icon
454
Remitly
RELY
$5.54B
$296K 0.01%
+13,197
New +$270K
DHR icon
455
Danaher
DHR
$146B
$290K 0.01%
1,523
+352
+30% +$63.9K
GVA icon
456
Granite Construction
GVA
$5.3B
$289K 0.01%
+1,830
New +$249K
YOU icon
457
Clear Secure
YOU
$4.56B
$283K 0.01%
+5,072
New +$277K
GL icon
458
Globe Life
GL
$13.4B
$281K 0.01%
+1,570
New +$246K
RHLD
459
Resolute Holdings Management
RHLD
$1.07B
$280K 0.01%
1,939
+475
+32% +$61.7K
IOT icon
460
Samsara
IOT
$23.4B
$280K 0.01%
8,639
+348
+4% +$10.8K
ADBE icon
461
Adobe
ADBE
$106B
$275K 0.01%
+1,340
New +$317K
BA icon
462
Boeing
BA
$168B
$274K 0.01%
+1,265
New +$281K
WTS icon
463
Watts Water Technologies
WTS
$12.1B
$272K 0.01%
+695
New +$217K
AIZ icon
464
Assurant
AIZ
$14.1B
$270K 0.01%
+1,007
New +$245K
AS icon
465
Amer Sports
AS
$17.2B
$270K 0.01%
+7,989
New +$280K
ANAB icon
466
AnaptysBio
ANAB
$1.68B
$269K 0.01%
3,981
-83
-2% -$5.03K
PATH icon
467
UiPath
PATH
$7.87B
$264K 0.01%
24,300
+9,934
+69% +$106K
EAT icon
468
Brinker International
EAT
$9.62B
$264K 0.01%
+1,572
New +$232K
MDB icon
469
MongoDB
MDB
$29.7B
$263K 0.01%
782
-111
-12% -$33.3K
OUT icon
470
Outfront Media
OUT
$5.1B
$260K 0.01%
+7,934
New +$246K
KRT icon
471
Karat Packaging
KRT
$964M
$259K 0.01%
+7,742
New +$223K
CB icon
472
Chubb
CB
$132B
$256K 0.01%
+751
New +$245K
LEA icon
473
Lear
LEA
$6.64B
$252K 0.01%
+1,878
New +$251K
CL icon
474
Colgate-Palmolive
CL
$70.8B
$246K 0.01%
+2,688
New +$235K
VVX icon
475
V2X
VVX
$2.33B
$238K 0.01%
3,193
+58
+2% +$4.32K
17 18
19
20 21

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PCMI
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LIP
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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.