MWM
Moran Wealth Management Portfolio holdings
AUM
$3.32B
1-Year Est. Return
16.99%
1 Year Est. Return
+16.99%
AUM
$3.23B
AUM Growth
+$253M
(+8.5%)
Holding
518
Top Buys
| 1 | +$18.8M | |
| 2 | +$18.6M | |
| 3 | +$16.6M | |
| 4 |
Colgate-Palmolive
CL
|
+$14.5M |
| 5 |
Cincinnati Financial
CINF
|
+$14.1M |
Top Sells
| 1 | +$21.8M | |
| 2 | +$18.8M | |
| 3 | +$16M | |
| 4 |
DFS
Discover Financial Services
DFS
|
+$14.5M |
| 5 |
Evercore
EVR
|
+$14.4M |
Sector Composition
| 1 | Technology | 23.26% |
| 2 | Industrials | 17.41% |
| 3 | Financials | 14.73% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Healthcare | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Aflac
AFL
$59.8B
| $24.9M | 0.77% |
236,432
-5,921
|
|
||
27
PACCAR
PCAR
$51.8B
| $23.7M | 0.73% |
249,480
+14,313
|
|
||
28
Sprouts Farmers Market
SFM
$7.67B
| $23.5M | 0.72% |
142,648
-17,093
|
|
||
29
Caterpillar
CAT
$264B
| $23.4M | 0.72% |
60,362
-868
|
|
||
30
Eaton
ETN
$145B
| $23.4M | 0.72% |
65,469
-84
|
|
||
31
Motorola Solutions
MSI
$65.1B
| $23.1M | 0.71% |
54,840
-8,068
|
|
||
32
Meta Platforms (Facebook)
META
$1.57T
| $22.5M | 0.69% |
30,525
+449
|
|
||
33
Cencora
COR
$69.9B
| $22M | 0.68% |
73,444
-2,515
|
|
||
34
Quanta Services
PWR
$66.4B
| $22M | 0.68% |
58,093
-6,482
|
|
||
35
FedEx
FDX
$61.8B
| $21.5M | 0.66% |
94,437
-1,525
|
|
||
36
Cisco
CSCO
$280B
| $21.4M | 0.66% |
308,048
-14,133
|
|
||
37
CME Group
CME
$99.7B
| $21.3M | 0.66% |
77,114
-6,182
|
|
||
38
Boston Scientific
BSX
$148B
| $21M | 0.65% |
195,416
-958
|
|
||
39
American Express
AXP
$254B
| $21M | 0.65% |
65,703
-1,985
|
|
||
40
Iron Mountain
IRM
$30.8B
| $20.9M | 0.65% |
204,196
-1,794
|
|
||
41
Republic Services
RSG
$63.6B
| $20.6M | 0.63% |
83,376
-2,757
|
|
||
42
Arista Networks
ANET
$170B
| $20M | 0.62% |
195,097
+247
|
|
||
43
SS&C Technologies
SSNC
$20.6B
| $19.9M | 0.61% |
240,456
-1,262
|
|
||
44
Alphabet (Google) Class C
GOOG
$3.38T
| $19.6M | 0.6% |
110,413
-780
|
|
||
45
Pultegroup
PHM
$23.3B
| $19.1M | 0.59% |
181,339
-9,288
|
|
||
46
Murphy USA
MUSA
$6.81B
| $19.1M | 0.59% |
46,848
+1,161
|
|
||
47
Visa
V
$648B
| $18.8M | 0.58% |
+52,827
|
|
||
48
Quest Diagnostics
DGX
$20B
| $18.6M | 0.57% |
+103,311
|
|
||
49
Molina Healthcare
MOH
$7.82B
| $18.4M | 0.57% |
61,677
-683
|
|
||
50
Mastercard
MA
$496B
| $18.3M | 0.56% |
32,523
-1,013
|
|