MWM
Moran Wealth Management Portfolio holdings
AUM
$3.26B
1-Year Est. Return
19.44%
This Fund
S&P 500
1 Year Est. Return
+19.44%
AUM
$3.26B
AUM Growth
-$54.8M
(-1.7%)
Holding
545
Top Buys
| 1 | +$17.8M | |
| 2 | +$11.3M | |
| 3 | +$10M | |
| 4 |
Fortinet
FTNT
|
+$9.33M |
| 5 |
SBA Communications
SBAC
|
+$9.02M |
Top Sells
| 1 | +$57.4M | |
| 2 | +$28.8M | |
| 3 | +$23.5M | |
| 4 |
Hershey
HSY
|
+$17.2M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$14.7M |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Industrials | 17.27% |
| 3 | Financials | 13.94% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Healthcare | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Mondelez International
MDLZ
$77.5B
| – | – |
-74,860
|
|
||
527
Mercado Libre
MELI
$90.1B
| – | – |
-98
|
|
||
528
Magnite
MGNI
$1.95B
| – | – |
-25,121
|
|
||
529
Molina Healthcare
MOH
$7.85B
| – | – |
-21,482
|
|
||
530
Cloudflare
NET
$63.7B
| – | – |
-1,333
|
|
||
531
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
| – | – |
-279,302
|
|
||
532
ServiceNow
NOW
$114B
| – | – |
-1,575
|
|
||
533
Nutanix
NTNX
$10.9B
| – | – |
-3,851
|
|
||
534
Omnicom Group
OMC
$26.5B
| – | – |
-31,399
|
|
||
535
ON Semiconductor
ON
$26.2B
| – | – |
-64,170
|
|
||
536
Pinterest
PINS
$11.6B
| – | – |
-13,652
|
|
||
537
Protagonist Therapeutics
PTGX
$5.76B
| – | – |
-16,212
|
|
||
|
RPC
538
Ridgepost Capital
RPC
$884M
| – | – |
-41,443
|
|
||
539
RenaissanceRe
RNR
$13.2B
| – | – |
-880
|
|
||
540
Skyward Specialty Insurance
SKWD
$2.15B
| – | – |
-11,737
|
|
||
541
Interface
TILE
$1.84B
| – | – |
-11,148
|
|
||
542
Toast
TOST
$16.2B
| – | – |
-7,142
|
|
||
543
Texas Pacific Land
TPL
$36.6B
| – | – |
-939
|
|
||
544
TotalEnergies
TTE
$172B
| – | – |
-85,582
|
|
||
545
iShares MSCI UAE ETF
UAE
$215M
| – | – |
-486,301
|
|