MWM
Moran Wealth Management Portfolio holdings
AUM
$3.32B
1-Year Est. Return
16.99%
1 Year Est. Return
+16.99%
AUM
$3.23B
AUM Growth
+$253M
(+8.5%)
Holding
518
Top Buys
| 1 | +$18.8M | |
| 2 | +$18.6M | |
| 3 | +$16.6M | |
| 4 |
Colgate-Palmolive
CL
|
+$14.5M |
| 5 |
Cincinnati Financial
CINF
|
+$14.1M |
Top Sells
| 1 | +$21.8M | |
| 2 | +$18.8M | |
| 3 | +$16M | |
| 4 |
DFS
Discover Financial Services
DFS
|
+$14.5M |
| 5 |
Evercore
EVR
|
+$14.4M |
Sector Composition
| 1 | Technology | 23.26% |
| 2 | Industrials | 17.41% |
| 3 | Financials | 14.73% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Healthcare | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.08T
| $17.3M | 0.53% |
35,644
-514
|
|
||
52
McKesson
MCK
$105B
| $17.3M | 0.53% |
23,555
-91
|
|
||
53
H&R Block
HRB
$6.28B
| $17M | 0.52% |
309,526
-871
|
|
||
54
Alphabet (Google) Class A
GOOGL
$3.36T
| $16.9M | 0.52% |
96,083
+4,164
|
|
||
55
Capital One
COF
$138B
| $16.6M | 0.51% |
+77,988
|
|
||
56
SBA Communications
SBAC
$21B
| $16.5M | 0.51% |
70,456
-97
|
|
||
57
Cigna
CI
$70.7B
| $16.1M | 0.5% |
48,846
-939
|
|
||
58
Wabtec
WAB
$35.3B
| $15.7M | 0.49% |
75,213
-2,143
|
|
||
59
Amazon
AMZN
$2.61T
| $15.6M | 0.48% |
71,044
+2,068
|
|
||
60
Walmart
WMT
$818B
| $15.4M | 0.48% |
157,848
-3,335
|
|
||
|
61
Colgate-Palmolive
CL
$63.5B
| $15.2M | 0.47% |
167,565
+160,039
|
|
||
62
Johnson & Johnson
JNJ
$450B
| $15.2M | 0.47% |
99,312
-1,968
|
|
||
63
Ingersoll Rand
IR
$30.6B
| $15.2M | 0.47% |
182,156
-1,771
|
|
||
64
Comfort Systems
FIX
$33.7B
| $14.8M | 0.46% |
27,577
-2,784
|
|
||
65
Hershey
HSY
$34.6B
| $14.7M | 0.45% |
88,419
-1,382
|
|
||
66
Kroger
KR
$43B
| $14.5M | 0.45% |
201,906
-4,383
|
|
||
67
Cintas
CTAS
$74.4B
| $14.5M | 0.45% |
64,917
-1,309
|
|
||
68
Fair Isaac
FICO
$41.8B
| $14.2M | 0.44% |
7,792
-56
|
|
||
69
S&P Global
SPGI
$150B
| $14.2M | 0.44% |
26,837
-283
|
|
||
|
70
Cincinnati Financial
CINF
$25.7B
| $14.1M | 0.43% |
+94,558
|
|
||
71
Chevron
CVX
$310B
| $13.8M | 0.42% |
+96,261
|
|
||
72
Sysco
SYY
$36B
| $13.7M | 0.42% |
181,178
+54,624
|
|
||
73
Medtronic
MDT
$118B
| $13.5M | 0.42% |
154,893
-4,834
|
|
||
74
MasTec
MTZ
$15.8B
| $13.5M | 0.41% |
78,993
-4,056
|
|
||
75
GoDaddy
GDDY
$17.8B
| $13M | 0.4% |
72,415
-504
|
|