MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
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 +$33.7M
2 +$28.8M
3 +$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1 +$17.6M
2 +$17M
3 +$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

Sector Composition

1 Technology 24.19%
2 Industrials 16.9%
3 Financials 12.48%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
THC icon
476
Tenet Healthcare
THC
$18.9B
$247K 0.01%
1,218
-35
FTDR icon
477
Frontdoor
FTDR
$3.8B
$246K 0.01%
3,663
-161
VIRT icon
478
Virtu Financial
VIRT
$2.91B
$245K 0.01%
6,910
-144
GLIBA
479
GCI Liberty Inc Series A
GLIBA
$975M
$241K 0.01%
+6,414
JHG icon
480
Janus Henderson
JHG
$6.71B
$240K 0.01%
+5,390
AN icon
481
AutoNation
AN
$7.53B
$238K 0.01%
1,089
-45
DKNG icon
482
DraftKings
DKNG
$16.7B
$237K 0.01%
+6,334
DOCU icon
483
DocuSign
DOCU
$13.8B
$235K 0.01%
3,258
-8,174
EQIX icon
484
Equinix
EQIX
$71.4B
$230K 0.01%
294
+36
MELI icon
485
Mercado Libre
MELI
$107B
$229K 0.01%
98
-304
SPMO icon
486
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$229K 0.01%
+1,890
RNR icon
487
RenaissanceRe
RNR
$12.2B
$223K 0.01%
880
-8,508
DPZ icon
488
Domino's
DPZ
$14.3B
$209K 0.01%
484
-1,240
GPI icon
489
Group 1 Automotive
GPI
$4.85B
$207K 0.01%
+473
BTSG icon
490
BrightSpring Health Services
BTSG
$6.34B
$203K 0.01%
+6,870
AVAH icon
491
Aveanna Healthcare
AVAH
$1.9B
$201K 0.01%
+22,687
ADBE icon
492
Adobe
ADBE
$135B
-1,524
ADMA icon
493
ADMA Biologics
ADMA
$4.58B
-34,670
AMBP icon
494
Ardagh Metal Packaging
AMBP
$2.31B
-53,519
ARIS
495
DELISTED
Aris Water Solutions
ARIS
-21,716
AROC icon
496
Archrock
AROC
$4.21B
-25,904
ATR icon
497
AptarGroup
ATR
$7.98B
-24,494
AXS icon
498
AXIS Capital
AXS
$7.83B
-88,018
BRO icon
499
Brown & Brown
BRO
$27.3B
-113,137
CAH icon
500
Cardinal Health
CAH
$48.7B
-1,362