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 | |
|---|---|---|---|---|---|---|
101
Zoetis
ZTS
$53B
| $10.4M | 0.32% |
66,723
+928
|
|
||
102
Abbott
ABT
$220B
| $10.3M | 0.32% |
75,711
+215
|
|
||
103
Fortinet
FTNT
$62.7B
| $10.3M | 0.32% |
97,207
-571
|
|
||
104
Blackrock
BLK
$168B
| $10.2M | 0.31% |
+9,683
|
|
||
105
Tradeweb Markets
TW
$23.3B
| $9.88M | 0.3% |
67,505
-249
|
|
||
106
AB Ultra Short Income ETF
YEAR
$1.48B
| $9.43M | 0.29% |
+186,192
|
|
||
107
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.46B
| $9.41M | 0.29% |
+185,413
|
|
||
108
Flex
FLEX
$23.2B
| $9.29M | 0.29% |
186,056
-15,830
|
|
||
109
iShares MSCI Singapore ETF
EWS
$874M
| $9.24M | 0.28% |
355,825
+8,763
|
|
||
110
AXIS Capital
AXS
$7.67B
| $9.14M | 0.28% |
88,018
+254
|
|
||
111
Exxon Mobil
XOM
$494B
| $9.1M | 0.28% |
84,390
-4,279
|
|
||
112
Universal Health Services
UHS
$14.6B
| $9.05M | 0.28% |
49,969
-2,025
|
|
||
113
Eagle Materials
EXP
$6.64B
| $9.04M | 0.28% |
44,713
-3,008
|
|
||
114
General Dynamics
GD
$93.6B
| $8.94M | 0.28% |
30,639
-2,137
|
|
||
115
Booking.com
BKNG
$159B
| $8.93M | 0.28% |
1,542
-19
|
|
||
116
iShares MSCI UAE ETF
UAE
$166M
| $8.92M | 0.27% |
476,245
+14,445
|
|
||
117
Home Depot
HD
$369B
| $8.84M | 0.27% |
+24,115
|
|
||
118
T. Rowe Price
TROW
$22.4B
| $8.65M | 0.27% |
89,611
+1,736
|
|
||
119
Trade Desk
TTD
$20.8B
| $8.56M | 0.26% |
118,932
+6,062
|
|
||
120
Owens Corning
OC
$8.56B
| $8.55M | 0.26% |
62,192
-78,376
|
|
||
121
Snap-on
SNA
$17.9B
| $8.49M | 0.26% |
27,272
-4,174
|
|
||
122
Jabil
JBL
$22.8B
| $8.47M | 0.26% |
38,828
-4,802
|
|
||
123
US Foods
USFD
$16.4B
| $8.06M | 0.25% |
104,684
-667
|
|
||
124
TE Connectivity
TEL
$71.4B
| $8.03M | 0.25% |
47,621
-2,905
|
|
||
125
Oneok
OKE
$42.9B
| $7.98M | 0.25% |
97,775
-6,135
|
|