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MWM

Moran Wealth Management Portfolio holdings

AUM $3.67B
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
+21.63%
1 Year Est. Return
+36.71%
3 Year Est. Return
+106.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.67B
AUM Growth
+$402M
Cap. Flow
+$1.76M
Cap. Flow %
0.05%
Top 10 Hldgs %
13.77%
Holding
561
New
87
Increased
174
Reduced
229
Closed
70

Top Buys

Rank Stock Value
1
DRI icon
Darden Restaurants
DRI
+$16.8M
2
MRVL icon
Marvell Technology
MRVL
+$16.5M
3
ZTS icon
Zoetis
ZTS
+$15.4M
4
EXE
Expand Energy Corp
EXE
+$13.1M
5
AU icon
AngloGold Ashanti
AU
+$12.9M

Top Sells

Rank Stock Value
1
AFL icon
Aflac
AFL
+$21.5M
2
LOW icon
Lowe's Companies
LOW
+$15.8M
3
INTU icon
Intuit
INTU
+$15.7M
4
PGR icon
Progressive
PGR
+$13M
5
PCAR icon
PACCAR
PCAR
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Industrials 16.71%
3 Financials 10.7%
4 Healthcare 9.21%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIEN icon
476
Ciena
CIEN
$45.5B
$233K 0.01%
+475
New +$242K
MRAM icon
477
Everspin Technologies
MRAM
$399M
$225K 0.01%
+9,313
New +$209K
AFL icon
478
Aflac
AFL
$58.8B
$223K 0.01%
1,903
-186,402
-99% -$21.5M
GLIBA
479
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$1.06B
$223K 0.01%
10,183
+2,558
+34% +$72.3K
WFC icon
480
Wells Fargo
WFC
$272B
$220K 0.01%
+2,668
New +$214K
LINC icon
481
Lincoln Educational Services
LINC
$813M
$216K 0.01%
+4,338
New +$196K
NVT icon
482
nVent Electric
NVT
$25.3B
$212K 0.01%
+1,247
New +$194K
STNG icon
483
Scorpio Tankers
STNG
$4.12B
$204K 0.01%
2,939
+52
+2% +$4.07K
AFRM icon
484
Affirm
AFRM
$24.4B
– –
-35,948
Closed -$1.65M
ANGI icon
485
Angi Inc
ANGI
$199M
– –
-33,464
Closed -$229K
APOG icon
486
Apogee Enterprises
APOG
$834M
– –
-62,829
Closed -$2.11M
BR icon
487
Broadridge
BR
$19.7B
– –
-68,105
Closed -$11.1M
BSX icon
488
Boston Scientific
BSX
$69.3B
– –
-132,336
Closed -$8.3M
CBRE icon
489
CBRE Group
CBRE
$42.8B
– –
-1,984
Closed -$269K
CENX icon
490
Century Aluminum
CENX
$4.63B
– –
-4,248
Closed -$249K
CMCSA icon
491
Comcast
CMCSA
$94B
– –
-198,340
Closed -$5.69M
CMG icon
492
Chipotle Mexican Grill
CMG
$46.8B
– –
-217,172
Closed -$6.95M
CMRE icon
493
Costamare
CMRE
$1.88B
– –
-16,667
Closed -$282K
CRDO icon
494
Credo Technology Group
CRDO
$32.1B
– –
-48,269
Closed -$4.53M
CTRA
495
DELISTED
Coterra Energy
CTRA
– –
-177,930
Closed -$6.25M
CUZ icon
496
Cousins Properties
CUZ
$4.79B
– –
-38,255
Closed -$863K
CVNA icon
497
Carvana
CVNA
$53.7B
– –
-3,320
Closed -$209K
D icon
498
Dominion Energy
D
$57.9B
– –
-4,119
Closed -$255K
DBD icon
499
Diebold Nixdorf
DBD
$2.33B
– –
-2,885
Closed -$218K
DEM icon
500
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.27B
– –
-62,890
Closed -$3.13M
18 19
20
21 22

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LIP
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BP
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QCG
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WPC
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MCM
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Moran Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Moran Wealth Management held 561 positions worth $3.67B, up 12% from $3.27B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Moran Wealth Management's Q2 2026 filing shows 87 new, 174 increased, 229 reduced and 70 closed positions. Its largest new stake was Darden Restaurants: 83,994 shares worth $17.3M. The largest sale was Aflac, an estimated $21.5M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Moran Wealth Management's largest Q2 2026 buy was Darden Restaurants: 83,994 shares worth $17.3M.
  • Moran Wealth Management added most to Zoetis in Q2 2026, an estimated $15.4M increase.
  • Moran Wealth Management's biggest Q2 2026 reduction was Aflac, cutting an estimated $21.5M.
  • Moran Wealth Management fully exited Lowe's Companies in Q2 2026, selling an estimated $15.8M.
  • Moran Wealth Management's ten largest holdings make up 14% of its $3.67B portfolio in Q2 2026.
  • Moran Wealth Management opened 87 new positions and closed 70 in Q2 2026.
  • Moran Wealth Management's portfolio value rose 12% quarter-over-quarter to $3.67B.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.