MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.3M
3
+$10M
4
FTNT icon
Fortinet
FTNT
+$9.33M
5
SBAC icon
SBA Communications
SBAC
+$9.02M

Top Sells

1
+$57.4M
2
+$28.8M
3
+$23.5M
4
HSY icon
Hershey
HSY
+$17.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.7M

Sector Composition

1 Technology 23.68%
2 Industrials 17.27%
3 Financials 13.94%
4 Consumer Discretionary 9.75%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
76
Apple
AAPL
$3.89T
$13M 0.4%
47,746
+6,801
TROW icon
77
T. Rowe Price
TROW
$20.7B
$12.9M 0.4%
125,886
-3,352
DXCM icon
78
DexCom
DXCM
$28.3B
$12.9M 0.39%
194,005
+40,672
NFLX icon
79
Netflix
NFLX
$410B
$12.8M 0.39%
136,640
+4,650
PEP icon
80
PepsiCo
PEP
$229B
$12.6M 0.39%
87,972
-816
HD icon
81
Home Depot
HD
$369B
$12.6M 0.39%
36,670
+11,923
SYY icon
82
Sysco
SYY
$43.7B
$12.3M 0.38%
166,494
-10,703
PANW icon
83
Palo Alto Networks
PANW
$123B
$12.2M 0.37%
66,062
+799
WRB icon
84
W.R. Berkley
WRB
$27B
$12.1M 0.37%
172,670
+37,129
CI icon
85
Cigna
CI
$76.6B
$12M 0.37%
43,567
+28,414
CTAS icon
86
Cintas
CTAS
$80.4B
$11.7M 0.36%
62,434
-1,500
PKG icon
87
Packaging Corp of America
PKG
$20.9B
$11.5M 0.35%
55,625
-2,462
ITT icon
88
ITT
ITT
$17.1B
$11.4M 0.35%
65,968
-4,306
LLY icon
89
Eli Lilly
LLY
$960B
$11.4M 0.35%
10,613
+362
ADSK icon
90
Autodesk
ADSK
$52.4B
$11.4M 0.35%
38,480
+907
ELV icon
91
Elevance Health
ELV
$64.9B
$11.3M 0.35%
32,302
+19,625
GIS icon
92
General Mills
GIS
$24.1B
$11M 0.34%
+237,286
RMD icon
93
ResMed
RMD
$37.3B
$11M 0.34%
45,691
-523
COST icon
94
Costco
COST
$445B
$10.9M 0.33%
12,624
+537
TOL icon
95
Toll Brothers
TOL
$14.9B
$10.7M 0.33%
79,496
+5,405
CELH icon
96
Celsius Holdings
CELH
$12.7B
$10.7M 0.33%
234,782
+18,800
UHS icon
97
Universal Health Services
UHS
$12.9B
$10.7M 0.33%
48,908
+15,233
FLEX icon
98
Flex
FLEX
$24.1B
$10.6M 0.32%
174,771
-11,111
SFM icon
99
Sprouts Farmers Market
SFM
$7.2B
$10.3M 0.31%
128,921
-6,324
BLK icon
100
Blackrock
BLK
$166B
$10.3M 0.31%
9,592
-159
2 3
4
5 6