MWM
Moran Wealth Management Portfolio holdings
AUM
$3.27B
1-Year Est. Return
25.8%
This Fund
S&P 500
1 Year Est. Return
+25.8%
AUM
$3.27B
AUM Growth
+$4.12M
(+0.13%)
Holding
571
Top Buys
| 1 | +$42.2M | |
| 2 | +$12.9M | |
| 3 | +$12.7M | |
| 4 |
Casey's General Stores
CASY
|
+$12.1M |
| 5 |
Williams Companies
WMB
|
+$11.5M |
Top Sells
| 1 | +$23.9M | |
| 2 | +$21.6M | |
| 3 | +$15.2M | |
| 4 |
Progressive
PGR
|
+$12.7M |
| 5 |
W.R. Berkley
WRB
|
+$12.1M |
Sector Composition
| 1 | Technology | 21.98% |
| 2 | Industrials | 17.58% |
| 3 | Financials | 12.42% |
| 4 | Healthcare | 9.38% |
| 5 | Consumer Discretionary | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI Brazil ETF
EWZ
$9.86B
| $13.7M | 0.42% |
356,584
+38,919
|
|
||
77
Spotify
SPOT
$100B
| $13.6M | 0.42% |
28,053
-7,348
|
|
||
78
Apple
AAPL
$4.56T
| $13.4M | 0.41% |
52,920
+5,174
|
|
||
79
Home Depot
HD
$312B
| $13.3M | 0.41% |
40,407
+3,737
|
|
||
80
Cigna
CI
$71.6B
| $12.9M | 0.4% |
48,375
+4,808
|
|
||
81
Medtronic
MDT
$100B
| $12.7M | 0.39% |
146,533
-4,909
|
|
||
82
Exxon Mobil
XOM
$632B
| $12.6M | 0.39% |
74,525
-7,127
|
|
||
83
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
| $12.5M | 0.38% |
132,834
+39,805
|
|
||
84
Toll Brothers
TOL
$12.8B
| $12.2M | 0.37% |
89,488
+9,992
|
|
||
|
85
Williams Companies
WMB
$87.6B
| $12.1M | 0.37% |
+166,496
|
|
||
86
Monster Beverage
MNST
$87.1B
| $12M | 0.37% |
166,020
-13,167
|
|
||
87
Palo Alto Networks
PANW
$227B
| $11.8M | 0.36% |
73,634
+7,572
|
|
||
88
ITT
ITT
$17.4B
| $11.7M | 0.36% |
61,666
-4,302
|
|
||
|
COLO
89
Global X MSCI Colombia ETF
COLO
$134M
| $11.7M | 0.36% |
294,851
+19,464
|
|
||
90
T. Rowe Price
TROW
$22.3B
| $11.5M | 0.35% |
128,016
+2,130
|
|
||
91
Netflix
NFLX
$343B
| $11.4M | 0.35% |
118,625
-18,015
|
|
||
92
Sysco
SYY
$36B
| $11.4M | 0.35% |
159,154
-7,340
|
|
||
93
Packaging Corp of America
PKG
$20B
| $11.3M | 0.35% |
53,419
-2,206
|
|
||
94
Interactive Brokers
IBKR
$38.8B
| $11.1M | 0.34% |
165,986
+63,993
|
|
||
95
Sprouts Farmers Market
SFM
$7.43B
| $11.1M | 0.34% |
143,842
+14,921
|
|
||
96
Broadridge
BR
$17.6B
| $11.1M | 0.34% |
+68,105
|
|
||
97
BHP
BHP
$231B
| $11.1M | 0.34% |
151,956
+13,499
|
|
||
98
Corpay
CPAY
$23B
| $11M | 0.34% |
37,869
+16,586
|
|
||
99
Rio Tinto
RIO
$175B
| $11M | 0.34% |
117,834
+8,943
|
|
||
|
B
100
Barrick Mining
B
$70.1B
| $10.9M | 0.33% |
267,263
+127,542
|
|