MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$28.8M
3
+$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1
+$17.6M
2
+$17M
3
+$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
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
MRK icon
51
Merck
MRK
$251B
$18M 0.54%
+214,812
KR icon
52
Kroger
KR
$44.4B
$18M 0.54%
267,076
+65,170
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.09T
$17.8M 0.54%
35,484
-160
MCK icon
54
McKesson
MCK
$102B
$17.8M 0.54%
23,046
-509
ROL icon
55
Rollins
ROL
$29.3B
$17.7M 0.53%
301,163
+89,515
FIX icon
56
Comfort Systems
FIX
$33B
$17.5M 0.53%
21,165
-6,412
MA icon
57
Mastercard
MA
$490B
$17.3M 0.52%
30,390
-2,133
HSY icon
58
Hershey
HSY
$37.1B
$17.2M 0.52%
91,757
+3,338
WMT icon
59
Walmart
WMT
$896B
$16.6M 0.5%
160,664
+2,816
EME icon
60
Emcor
EME
$27.1B
$16.4M 0.49%
25,220
+5,427
LOW icon
61
Lowe's Companies
LOW
$136B
$16.4M 0.49%
65,140
+6,400
AMZN icon
62
Amazon
AMZN
$2.51T
$15.9M 0.48%
72,463
+1,419
MTZ icon
63
MasTec
MTZ
$16.8B
$15.8M 0.48%
74,452
-4,541
NFLX icon
64
Netflix
NFLX
$463B
$15.8M 0.48%
131,990
+101,860
CL icon
65
Colgate-Palmolive
CL
$63.5B
$15.7M 0.47%
196,019
+28,454
RSP icon
66
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$15.6M 0.47%
82,257
-93,037
IR icon
67
Ingersoll Rand
IR
$31.3B
$15.6M 0.47%
188,651
+6,495
JNJ icon
68
Johnson & Johnson
JNJ
$495B
$15.4M 0.46%
82,894
-16,418
SF icon
69
Stifel
SF
$12.2B
$15.1M 0.46%
133,462
+24,118
CVX icon
70
Chevron
CVX
$300B
$14.9M 0.45%
96,270
+9
WAB icon
71
Wabtec
WAB
$35.6B
$14.8M 0.45%
73,823
-1,390
MDT icon
72
Medtronic
MDT
$131B
$14.7M 0.44%
154,662
-231
SFM icon
73
Sprouts Farmers Market
SFM
$8.26B
$14.7M 0.44%
135,245
-7,403
SYY icon
74
Sysco
SYY
$35.6B
$14.6M 0.44%
177,197
-3,981
AMAT icon
75
Applied Materials
AMAT
$211B
$14.5M 0.44%
70,837
+5,085
1 2
3
4 5