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
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.6M
3
+$16.6M
4
CL icon
Colgate-Palmolive
CL
+$14.5M
5
CINF icon
Cincinnati Financial
CINF
+$14.1M

Top Sells

1
+$21.8M
2
+$18.8M
3
+$16M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
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
TPL icon
476
Texas Pacific Land
TPL
$22.6B
– –
-164
SNX icon
477
TD Synnex
SNX
$12.3B
– –
-38,396
SEM icon
478
Select Medical
SEM
$1.65B
– –
-232,908
SCSC icon
479
Scansource
SCSC
$891M
– –
-55,559
SCS icon
480
Steelcase
SCS
$1.81B
– –
-265,516
RTX icon
481
RTX Corp
RTX
$237B
– –
-6,463
RS icon
482
Reliance Steel & Aluminium
RS
$14.4B
– –
-43,751
RJF icon
483
Raymond James Financial
RJF
$32.3B
– –
-36,814
RDNT icon
484
RadNet
RDNT
$6.04B
– –
-10,643
PPG icon
485
PPG Industries
PPG
$21.6B
– –
-49,020
PODD icon
486
Insulet
PODD
$22.5B
– –
-22,869
PJT icon
487
PJT Partners
PJT
$4.05B
– –
-1,492
NVO icon
488
Novo Nordisk
NVO
$203B
– –
-206,374
NOC icon
489
Northrop Grumman
NOC
$81.2B
– –
-36,724
MRK icon
490
Merck
MRK
$214B
– –
-118,147
MHK icon
491
Mohawk Industries
MHK
$6.72B
– –
-35,220
LDOS icon
492
Leidos
LDOS
$25.2B
– –
-71,299
KKR icon
493
KKR & Co
KKR
$108B
– –
-1,803
IPG icon
494
Interpublic Group of Companies
IPG
$9.33B
– –
-178,973
ICLN icon
495
iShares Global Clean Energy ETF
ICLN
$1.91B
– –
-16,998
HBI icon
496
Hanesbrands
HBI
$2.26B
– –
-633,604
GOLF icon
497
Acushnet Holdings
GOLF
$4.67B
– –
-12,262
GIS icon
498
General Mills
GIS
$25B
– –
-122,232
GEF icon
499
Greif
GEF
$3.4B
– –
-40,009
FSS icon
500
Federal Signal
FSS
$6.73B
– –
-47,037
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