MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
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
+$32.4M
2
+$28.9M
3
+$23.2M
4
MRK icon
Merck
MRK
+$17.7M
5
PG icon
Procter & Gamble
PG
+$14M

Top Sells

1
+$17.3M
2
+$17M
3
+$15.1M
4
FICO icon
Fair Isaac
FICO
+$14.2M
5
AVGO icon
Broadcom
AVGO
+$14.2M

Sector Composition

1 Technology 24.18%
2 Industrials 16.9%
3 Financials 12.49%
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
$25.1B
$308K 0.01%
+1,027
FWONA icon
452
Liberty Media Series A
FWONA
$20B
$301K 0.01%
+3,158
DDOG icon
453
Datadog
DDOG
$45.6B
$300K 0.01%
+2,105
REVG
454
DELISTED
REV Group
REVG
$296K 0.01%
5,228
-2,289
TPL icon
455
Texas Pacific Land
TPL
$36.5B
$292K 0.01%
+939
NOW icon
456
ServiceNow
NOW
$122B
$290K 0.01%
1,575
-4,795
LVS icon
457
Las Vegas Sands
LVS
$36.4B
$289K 0.01%
+5,374
CINF icon
458
Cincinnati Financial
CINF
$25.6B
$287K 0.01%
1,816
-92,742
LPLA icon
459
LPL Financial
LPLA
$23.5B
$287K 0.01%
862
-1,786
NTNX icon
460
Nutanix
NTNX
$11.1B
$286K 0.01%
+3,851
NET icon
461
Cloudflare
NET
$74.5B
$286K 0.01%
+1,333
VRSN icon
462
VeriSign
VRSN
$22.2B
$285K 0.01%
+1,021
ALNY icon
463
Alnylam Pharmaceuticals
ALNY
$42.5B
$285K 0.01%
+625
VIK icon
464
Viking Holdings
VIK
$32.4B
$283K 0.01%
+4,548
RDDT icon
465
Reddit
RDDT
$27.6B
$282K 0.01%
+1,224
EA icon
466
Electronic Arts
EA
$50.1B
$280K 0.01%
1,389
-3,798
MDB icon
467
MongoDB
MDB
$21.9B
$276K 0.01%
+889
HLT icon
468
Hilton Worldwide
HLT
$69.1B
$272K 0.01%
+1,049
DAL icon
469
Delta Air Lines
DAL
$42.3B
$269K 0.01%
+4,738
CTSH icon
470
Cognizant
CTSH
$29.3B
$267K 0.01%
3,980
-86,393
EAT icon
471
Brinker International
EAT
$6.22B
$265K 0.01%
2,091
-42
CCL icon
472
Carnival Corp
CCL
$34.8B
$264K 0.01%
+9,129
ARES icon
473
Ares Management
ARES
$23.7B
$262K 0.01%
+1,638
TOST icon
474
Toast
TOST
$16.7B
$261K 0.01%
+7,142
GWRE icon
475
Guidewire Software
GWRE
$13.9B
$260K 0.01%
+1,131
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