MWM
Moran Wealth Management Portfolio holdings
AUM
$3.23B
1-Year Est. Return
19.41%
1 Year Est. Return
+19.41%
AUM
$2.97B
AUM Growth
-$160M
(-5.1%)
Holding
500
Top Buys
| 1 | +$19.1M | |
| 2 | +$15.1M | |
| 3 | +$14M | |
| 4 |
Reliance Steel & Aluminium
RS
|
+$11.8M |
| 5 |
Mondelez International
MDLZ
|
+$11.1M |
Top Sells
| 1 | +$24.2M | |
| 2 | +$22.4M | |
| 3 | +$22.3M | |
| 4 |
JPMorgan Chase
JPM
|
+$21.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Amazon
AMZN
$2.27T
| $13.1M | 0.44% |
68,976
+49,515
|
|
||
|
77
Reliance Steel & Aluminium
RS
$14.3B
| $12.6M | 0.42% |
43,751
+40,899
|
|
||
78
Regeneron Pharmaceuticals
REGN
$61.3B
| $12.6M | 0.42% |
19,801
+123
|
|
||
79
Packaging Corp of America
PKG
$18.3B
| $12.3M | 0.41% |
62,300
-16,342
|
|
||
80
Carlisle Companies
CSL
$13.8B
| $12.2M | 0.41% |
35,737
-359
|
|
||
81
Masco
MAS
$14.2B
| $11.9M | 0.4% |
170,557
+6,981
|
|
||
82
Gartner
IT
$17.9B
| $11.4M | 0.38% |
27,197
-27,827
|
|
||
|
83
Mondelez International
MDLZ
$80.8B
| $11.1M | 0.37% |
+163,163
|
|
||
84
Costco
COST
$415B
| $10.9M | 0.37% |
11,576
-629
|
|
||
85
Zoetis
ZTS
$63.8B
| $10.8M | 0.36% |
65,795
-801
|
|
||
86
Texas Roadhouse
TXRH
$11.8B
| $10.7M | 0.36% |
63,991
+13,598
|
|
||
87
Merck
MRK
$212B
| $10.6M | 0.36% |
118,147
-144,224
|
|
||
88
Snap-on
SNA
$17.7B
| $10.6M | 0.36% |
31,446
-744
|
|
||
89
Eagle Materials
EXP
$7.7B
| $10.6M | 0.36% |
47,721
-1,374
|
|
||
90
ResMed
RMD
$39.1B
| $10.6M | 0.36% |
+47,237
|
|
||
91
Exxon Mobil
XOM
$479B
| $10.5M | 0.35% |
88,669
-45,142
|
|
||
92
Chipotle Mexican Grill
CMG
$56.1B
| $10.5M | 0.35% |
208,517
+195,946
|
|
||
93
Oneok
OKE
$42.9B
| $10.3M | 0.35% |
103,910
-949
|
|
||
94
Stifel
SF
$11.3B
| $10.2M | 0.34% |
+108,209
|
|
||
95
Autodesk
ADSK
$64.7B
| $10.1M | 0.34% |
38,466
+35,859
|
|
||
96
Tradeweb Markets
TW
$22.8B
| $10.1M | 0.34% |
+67,754
|
|
||
97
Abbott
ABT
$224B
| $10M | 0.34% |
+75,496
|
|
||
98
D.R. Horton
DHI
$45.8B
| $9.94M | 0.33% |
78,201
-46,883
|
|
||
99
Comfort Systems
FIX
$29.2B
| $9.79M | 0.33% |
30,361
-8,323
|
|
||
100
Universal Health Services
UHS
$13B
| $9.77M | 0.33% |
51,994
+20,370
|
|