MWM
Moran Wealth Management Portfolio holdings
AUM
$3.27B
1-Year Est. Return
25.8%
This Fund
S&P 500
1 Year Est. Return
+25.8%
AUM
$3.27B
AUM Growth
+$4.12M
(+0.13%)
Holding
571
Top Buys
| 1 | +$42.2M | |
| 2 | +$12.9M | |
| 3 | +$12.7M | |
| 4 |
Casey's General Stores
CASY
|
+$12.1M |
| 5 |
Williams Companies
WMB
|
+$11.5M |
Top Sells
| 1 | +$23.9M | |
| 2 | +$21.6M | |
| 3 | +$15.2M | |
| 4 |
Progressive
PGR
|
+$12.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
CME Group
CME
$91.3B
| $22.9M | 0.7% |
77,465
+12,758
|
|
||
27
Arista Networks
ANET
$220B
| $22.4M | 0.69% |
182,605
-4,451
|
|
||
28
Johnson & Johnson
JNJ
$537B
| $22.2M | 0.68% |
90,903
+12,160
|
|
||
29
Alphabet (Google) Class C
GOOG
$4.31T
| $22.1M | 0.68% |
76,968
-9,388
|
|
||
30
Texas Instruments
TXN
$281B
| $21.7M | 0.67% |
112,008
-8,275
|
|
||
31
Republic Services
RSG
$62.8B
| $21.5M | 0.66% |
98,086
-6,208
|
|
||
|
32
Progressive
PGR
$113B
| $21.3M | 0.65% |
107,653
-61,492
|
|
||
33
Cisco
CSCO
$499B
| $21.3M | 0.65% |
274,925
+445
|
|
||
34
Quest Diagnostics
DGX
$21.4B
| $21.2M | 0.65% |
108,351
+4,287
|
|
||
|
35
Casey's General Stores
CASY
$28.6B
| $20.8M | 0.64% |
28,627
+18,517
|
|
||
36
Aflac
AFL
$58.3B
| $20.7M | 0.63% |
188,305
-9,954
|
|
||
37
Meta Platforms (Facebook)
META
$1.58T
| $20.6M | 0.63% |
35,969
+1,881
|
|
||
38
McKesson
MCK
$88.9B
| $20.3M | 0.62% |
23,417
-173
|
|
||
39
Motorola Solutions
MSI
$67.8B
| $20.2M | 0.62% |
46,603
+5,106
|
|
||
40
Walmart Inc
WMT
$930B
| $20M | 0.61% |
161,231
-2,089
|
|
||
41
Eaton
ETN
$164B
| $19.5M | 0.6% |
54,428
-6,953
|
|
||
42
Procter & Gamble
PG
$326B
| $19.4M | 0.6% |
134,599
+9,044
|
|
||
43
Amazon
AMZN
$2.69T
| $19.2M | 0.59% |
92,276
+9,092
|
|
||
44
Lam Research
LRCX
$430B
| $19M | 0.58% |
88,825
-2,294
|
|
||
45
Chevron
CVX
$378B
| $18.7M | 0.57% |
90,406
-3,778
|
|
||
46
Kroger
KR
$37.8B
| $18.6M | 0.57% |
256,577
-739
|
|
||
47
Cencora
COR
$51.3B
| $18.5M | 0.57% |
58,824
-6,436
|
|
||
48
Pultegroup
PHM
$22.3B
| $18.5M | 0.57% |
157,052
-13,741
|
|
||
49
Quanta Services
PWR
$107B
| $18.3M | 0.56% |
33,379
-10,306
|
|
||
50
Iron Mountain
IRM
$38.1B
| $17.7M | 0.54% |
173,360
-21,780
|
|