MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$15.1M
3 +$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1 +$24.2M
2 +$22.4M
3 +$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.76%
3 Financials 14.18%
4 Consumer Discretionary 10.58%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PCAR icon
26
PACCAR
PCAR
$49.7B
$22.9M 0.77%
235,167
+52,525
TXN icon
27
Texas Instruments
TXN
$161B
$22.8M 0.77%
126,787
-1,960
PAG icon
28
Penske Automotive Group
PAG
$11.2B
$22.1M 0.74%
153,605
+60,734
CME icon
29
CME Group
CME
$96.6B
$22.1M 0.74%
83,296
+11,643
MUSA icon
30
Murphy USA
MUSA
$7.47B
$21.5M 0.72%
45,687
-1,560
COR icon
31
Cencora
COR
$63B
$21.1M 0.71%
75,959
-1,115
RSG icon
32
Republic Services
RSG
$68.6B
$20.9M 0.7%
86,133
-1,115
MOH icon
33
Molina Healthcare
MOH
$10.4B
$20.5M 0.69%
62,360
-536
SPOT icon
34
Spotify
SPOT
$138B
$20.4M 0.69%
37,043
-2,367
CAT icon
35
Caterpillar
CAT
$247B
$20.2M 0.68%
61,230
+6,352
SSNC icon
36
SS&C Technologies
SSNC
$19.5B
$20.2M 0.68%
241,718
-7,019
OC icon
37
Owens Corning
OC
$10.6B
$20.1M 0.68%
140,568
+33,631
CSCO icon
38
Cisco
CSCO
$277B
$19.9M 0.67%
322,181
-210,490
BSX icon
39
Boston Scientific
BSX
$147B
$19.8M 0.67%
196,374
-3,250
PHM icon
40
Pultegroup
PHM
$24.6B
$19.6M 0.66%
190,627
-57,553
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.06T
$19.3M 0.65%
36,158
-5,262
FIS icon
42
Fidelity National Information Services
FIS
$34.9B
$19M 0.64%
254,320
+15,341
NOC icon
43
Northrop Grumman
NOC
$85.1B
$18.8M 0.63%
36,724
-16,340
MA icon
44
Mastercard
MA
$507B
$18.4M 0.62%
33,536
-1,234
AXP icon
45
American Express
AXP
$239B
$18.2M 0.61%
67,688
-1,153
DVA icon
46
DaVita
DVA
$9B
$17.9M 0.6%
117,204
+6,882
NTAP icon
47
NetApp
NTAP
$23.8B
$17.9M 0.6%
203,345
-3,644
ETN icon
48
Eaton
ETN
$145B
$17.8M 0.6%
65,553
-958
IRM icon
49
Iron Mountain
IRM
$30.9B
$17.7M 0.6%
205,990
-3,029
GOOG icon
50
Alphabet (Google) Class C
GOOG
$3.07T
$17.4M 0.58%
111,193
-2,436