MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.1M
3
+$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1
+$24.2M
2
+$22.4M
3
+$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.76%
3 Financials 14.18%
4 Consumer Discretionary 10.58%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.8T
$17.3M 0.58%
30,076
-478
AMCR icon
52
Amcor
AMCR
$18.8B
$17.3M 0.58%
1,786,756
+718,058
HRB icon
53
H&R Block
HRB
$6.72B
$17M 0.57%
310,397
-2,616
JNJ icon
54
Johnson & Johnson
JNJ
$465B
$16.8M 0.56%
101,280
+16,115
PWR icon
55
Quanta Services
PWR
$64.6B
$16.4M 0.55%
64,575
-3,007
CI icon
56
Cigna
CI
$79.9B
$16.4M 0.55%
49,785
-3,592
MCK icon
57
McKesson
MCK
$97.8B
$15.9M 0.54%
23,646
+173
SBAC icon
58
SBA Communications
SBAC
$21.1B
$15.5M 0.52%
70,553
+3,299
HSY icon
59
Hershey
HSY
$38.1B
$15.4M 0.52%
89,801
+4,680
ANET icon
60
Arista Networks
ANET
$180B
$15.1M 0.51%
+194,850
IR icon
61
Ingersoll Rand
IR
$30.7B
$14.7M 0.49%
183,927
-3,337
DFS
62
DELISTED
Discover Financial Services
DFS
$14.5M 0.49%
84,991
+141
FICO icon
63
Fair Isaac
FICO
$38.8B
$14.5M 0.49%
7,848
-98
EVR icon
64
Evercore
EVR
$12.2B
$14.4M 0.48%
72,033
-770
MDT icon
65
Medtronic
MDT
$123B
$14.4M 0.48%
159,727
+25,602
NVO icon
66
Novo Nordisk
NVO
$242B
$14.3M 0.48%
206,374
-166,319
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$3.06T
$14.2M 0.48%
91,919
-988
WMT icon
68
Walmart
WMT
$859B
$14.2M 0.48%
161,183
-232
WAB icon
69
Wabtec
WAB
$33.2B
$14M 0.47%
77,356
-1,825
KR icon
70
Kroger
KR
$45.7B
$14M 0.47%
+206,289
BRO icon
71
Brown & Brown
BRO
$29B
$13.8M 0.47%
111,317
+82,234
SPGI icon
72
S&P Global
SPGI
$144B
$13.8M 0.46%
27,120
-745
LOW icon
73
Lowe's Companies
LOW
$137B
$13.7M 0.46%
58,929
+11,204
CTAS icon
74
Cintas
CTAS
$75.6B
$13.6M 0.46%
66,226
-42,611
GDDY icon
75
GoDaddy
GDDY
$17.8B
$13.1M 0.44%
72,919
-2,071
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3
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