MWM
Moran Wealth Management Portfolio holdings
AUM
$3.26B
1-Year Est. Return
19.37%
This Fund
S&P 500
1 Year Est. Return
+19.37%
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 | 24.18% |
| 2 | Industrials | 16.9% |
| 3 | Financials | 12.49% |
| 4 | Consumer Discretionary | 9.05% |
| 5 | Healthcare | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Casella Waste Systems
CWST
$6.56B
| – | – |
-5,894
|
|
||
527
Crocs
CROX
$4.28B
| – | – |
-4,763
|
|
||
528
CRH
CRH
$82.7B
| – | – |
-3,394
|
|
||
529
CMS Energy
CMS
$21.6B
| – | – |
0
|
|
||
530
Commercial Metals
CMC
$8.65B
| – | – |
-11,595
|
|
||
|
CHX
531
DELISTED
ChampionX
CHX
| – | – |
-81,809
|
|
||
532
Adobe
ADBE
$120B
| – | – |
-1,524
|
|
||
533
ADMA Biologics
ADMA
$4.05B
| – | – |
-34,670
|
|
||
534
Ardagh Metal Packaging
AMBP
$2.65B
| – | – |
-53,519
|
|
||
|
ARIS
535
DELISTED
Aris Water Solutions
ARIS
| – | – |
-21,716
|
|
||
536
Archrock
AROC
$5.12B
| – | – |
-25,904
|
|
||
537
AptarGroup
ATR
$8.13B
| – | – |
-24,494
|
|
||
538
AXIS Capital
AXS
$8.02B
| – | – |
-88,018
|
|
||
539
Brown & Brown
BRO
$24.2B
| – | – |
-113,137
|
|
||
540
Cardinal Health
CAH
$50.2B
| – | – |
-1,362
|
|
||
541
CDW
CDW
$16.3B
| – | – |
-1,366
|
|
||
542
Chewy
CHWY
$12.5B
| – | – |
-62,413
|
|