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
$3.32B
AUM Growth
+$89.3M
(+2.8%)
Holding
542
Top Buys
| 1 | +$32.4M | |
| 2 | +$28.9M | |
| 3 | +$23.2M | |
| 4 |
Merck
MRK
|
+$17.7M |
| 5 |
Procter & Gamble
PG
|
+$14M |
Top Sells
| 1 | +$17.3M | |
| 2 | +$17M | |
| 3 | +$15.1M | |
| 4 |
Fair Isaac
FICO
|
+$14.2M |
| 5 |
Broadcom
AVGO
|
+$14.2M |
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 | |
|---|---|---|---|---|---|---|
|
MRSH
526
Marsh
MRSH
$83.2B
| – | – |
-13,566
|
|
||
527
NOV
NOV
$6.73B
| – | – |
-40,861
|
|
||
528
Onto Innovation
ONTO
$9.77B
| – | – |
-17,376
|
|
||
529
Palomar
PLMR
$3.18B
| – | – |
-5,768
|
|
||
530
Privia Health
PRVA
$2.73B
| – | – |
-30,432
|
|
||
531
Simply Good Foods
SMPL
$1.4B
| – | – |
-17,206
|
|
||
532
TransDigm Group
TDG
$69.6B
| – | – |
-216
|
|
||
533
TEGNA Inc
TGNA
$3.3B
| – | – |
-116,315
|
|
||
534
Target
TGT
$52.9B
| – | – |
-15,787
|
|
||
535
Trade Desk
TTD
$11.9B
| – | – |
-118,932
|
|
||
536
Tradeweb Markets
TW
$26.8B
| – | – |
-67,505
|
|
||
537
Unum
UNM
$12.3B
| – | – |
-12,139
|
|
||
538
Urban Outfitters
URBN
$5.87B
| – | – |
-3,635
|
|
||
539
Universal Insurance Holdings
UVE
$953M
| – | – |
-9,332
|
|
||
540
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.61B
| – | – |
-38,863
|
|
||
541
Valero Energy
VLO
$70.6B
| – | – |
-4,065
|
|
||
542
Willis Towers Watson
WTW
$27.4B
| – | – |
-17,225
|
|