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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
ORN icon
526
Orion Group Holdings
ORN
$376M
– –
-25,429
Closed -$277K
PAHC icon
527
Phibro Animal Health
PAHC
$1.55B
– –
-9,059
Closed -$501K
PBF icon
528
PBF Energy
PBF
$8.81B
– –
-5,894
Closed -$281K
PBH icon
529
Prestige Consumer Healthcare
PBH
$2.48B
– –
-34,368
Closed -$2.04M
PFF icon
530
iShares Preferred and Income Securities ETF
PFF
$13B
– –
-99,304
Closed -$3.01M
PPC icon
531
Pilgrim's Pride
PPC
$7.26B
– –
-154,831
Closed -$5.85M
REXR icon
532
Rexford Industrial Realty
REXR
$8.2B
– –
-22,816
Closed -$747K
RL icon
533
Ralph Lauren
RL
$20.9B
– –
-600
Closed -$206K
RNG icon
534
RingCentral
RNG
$6.13B
– –
-5,630
Closed -$209K
ROKU icon
535
Roku
ROKU
$23.1B
– –
-31,600
Closed -$2.99M
SCHW
536
Charles Schwab
SCHW
$189B
– –
-3,189
Closed -$300K
SHOO icon
537
Steven Madden
SHOO
$3.2B
– –
-69,335
Closed -$2.35M
SKYY icon
538
First Trust Cloud Computing ETF
SKYY
$3.3B
– –
-10,606
Closed -$1.16M
SMR icon
539
NuScale Power
SMR
$3.98B
– –
-108,511
Closed -$1.18M
SSD icon
540
Simpson Manufacturing
SSD
$7.42B
– –
-30,461
Closed -$5.23M
STRL icon
541
Sterling Infrastructure
STRL
$14.9B
– –
-3,632
Closed -$1.48M
SWX icon
542
Southwest Gas
SWX
$6.38B
– –
-3,318
Closed -$288K
TCMD icon
543
Tactile Systems Technology
TCMD
$495M
– –
-10,576
Closed -$276K
TEX icon
544
Terex
TEX
$7.23B
– –
-45,564
Closed -$2.69M
TPH
545
DELISTED
Tri Pointe Homes
TPH
– –
-60,062
Closed -$2.81M
UCTT
546
Ultra Clean Holdings
UCTT
$3.28B
– –
-3,997
Closed -$249K
UFCS icon
547
United Fire Group
UFCS
$1.44B
– –
-5,515
Closed -$204K
UHS icon
548
Universal Health Services
UHS
$10B
– –
-46,776
Closed -$8.37M
UI icon
549
Ubiquiti
UI
$35.1B
– –
-328
Closed -$259K
USFD icon
550
US Foods
USFD
$22.5B
– –
-95,501
Closed -$8.81M
19 20 21
22
23

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PCMI
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LIP
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AC
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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.