MWM
Moran Wealth Management Portfolio holdings
AUM
$3.32B
1-Year Est. Return
16.99%
1 Year Est. Return
+16.99%
AUM
$3.32B
AUM Growth
+$89.3M
(+2.8%)
Holding
542
Top Sells
| 1 | +$17.6M | |
| 2 | +$17M | |
| 3 | +$16.6M | |
| 4 |
Broadcom
AVGO
|
+$15.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
Marsh & McLennan
MMC
$89.8B
| – | – |
-13,566
|
|
||
527
NOV
NOV
$5.59B
| – | – |
-40,861
|
|
||
528
Onto Innovation
ONTO
$7.65B
| – | – |
-17,376
|
|
||
529
Palomar
PLMR
$3.24B
| – | – |
-5,768
|
|
||
530
Privia Health
PRVA
$2.95B
| – | – |
-30,432
|
|
||
531
Simply Good Foods
SMPL
$1.9B
| – | – |
-17,206
|
|
||
532
TransDigm Group
TDG
$75.7B
| – | – |
-216
|
|
||
533
TEGNA Inc
TGNA
$3.12B
| – | – |
-116,315
|
|
||
534
Target
TGT
$41B
| – | – |
-15,787
|
|
||
535
Trade Desk
TTD
$19.3B
| – | – |
-118,932
|
|
||
536
Tradeweb Markets
TW
$22.7B
| – | – |
-67,505
|
|
||
537
Unum
UNM
$12.4B
| – | – |
-12,139
|
|
||
538
Urban Outfitters
URBN
$7.03B
| – | – |
-3,635
|
|
||
539
Universal Insurance Holdings
UVE
$915M
| – | – |
-9,332
|
|
||
540
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.22B
| – | – |
-38,863
|
|
||
541
Valero Energy
VLO
$54.5B
| – | – |
-4,065
|
|
||
542
Willis Towers Watson
WTW
$30.2B
| – | – |
-17,225
|
|