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 | |
|---|---|---|---|---|---|---|
76
Palo Alto Networks
PANW
$144B
| $13M | 0.4% |
63,688
+62,066
|
|
||
77
Lowe's Companies
LOW
$131B
| $13M | 0.4% |
58,740
-189
|
|
||
78
Brown & Brown
BRO
$26.8B
| $12.5M | 0.39% |
113,137
+1,820
|
|
||
79
Carlisle Companies
CSL
$13.3B
| $12.4M | 0.38% |
33,079
-2,658
|
|
||
80
ResMed
RMD
$36.7B
| $12.1M | 0.37% |
47,049
-188
|
|
||
81
Applied Materials
AMAT
$183B
| $12M | 0.37% |
+65,752
|
|
||
82
Rollins
ROL
$28.4B
| $11.9M | 0.37% |
211,648
+196,871
|
|
||
83
Autodesk
ADSK
$63.3B
| $11.8M | 0.36% |
38,112
-354
|
|
||
84
Texas Roadhouse
TXRH
$11B
| $11.8M | 0.36% |
62,788
-1,203
|
|
||
85
Chipotle Mexican Grill
CMG
$40.4B
| $11.7M | 0.36% |
209,178
+661
|
|
||
86
Monster Beverage
MNST
$68.1B
| $11.6M | 0.36% |
+185,152
|
|
||
87
Costco
COST
$409B
| $11.6M | 0.36% |
11,704
+128
|
|
||
88
Monolithic Power Systems
MPWR
$45.9B
| $11.5M | 0.36% |
15,748
-40
|
|
||
89
PepsiCo
PEP
$195B
| $11.5M | 0.35% |
+87,076
|
|
||
90
Stifel
SF
$12.4B
| $11.3M | 0.35% |
109,344
+1,135
|
|
||
91
ITT
ITT
$14.7B
| $11.3M | 0.35% |
72,012
-3,492
|
|
||
92
Packaging Corp of America
PKG
$18B
| $11.3M | 0.35% |
59,775
-2,525
|
|
||
93
Mondelez International
MDLZ
$73.8B
| $11.1M | 0.34% |
165,186
+2,023
|
|
||
94
Masco
MAS
$12.9B
| $10.9M | 0.34% |
169,515
-1,042
|
|
||
95
Deckers Outdoor
DECK
$11.9B
| $10.7M | 0.33% |
103,964
+37,156
|
|
||
96
PayPal
PYPL
$62B
| $10.6M | 0.33% |
142,767
+3,319
|
|
||
97
Emcor
EME
$29.1B
| $10.6M | 0.33% |
19,793
-862
|
|
||
98
iShares MSCI Italy ETF
EWI
$744M
| $10.5M | 0.32% |
217,954
-522
|
|
||
99
Amphenol
APH
$170B
| $10.5M | 0.32% |
+106,216
|
|
||
100
Amcor
AMCR
$19.3B
| $10.4M | 0.32% |
1,134,746
-652,010
|
|