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 | |
|---|---|---|---|---|---|---|
126
US Foods
USFD
$18.3B
| $8.81M | 0.27% |
95,501
-3,892
|
|
||
127
Celsius Holdings
CELH
$7.67B
| $8.79M | 0.27% |
247,850
+13,068
|
|
||
128
Zoom
ZM
$31.1B
| $8.65M | 0.26% |
107,601
+71,369
|
|
||
129
Ambev
ABEV
$48.9B
| $8.57M | 0.26% |
2,933,646
+674,705
|
|
||
130
Itaú Unibanco
ITUB
$83.7B
| $8.48M | 0.26% |
1,011,349
+94,609
|
|
||
131
Otis Worldwide
OTIS
$26.8B
| $8.46M | 0.26% |
109,818
+233
|
|
||
132
Royalty Pharma
RPRX
$24.4B
| $8.43M | 0.26% |
175,822
+38,629
|
|
||
133
ASE Group
ASX
$87.6B
| $8.39M | 0.26% |
387,111
+7,330
|
|
||
134
Universal Health Services
UHS
$8.84B
| $8.37M | 0.26% |
46,776
-2,132
|
|
||
135
iShares MSCI Belgium ETF
EWK
$99.7M
| $8.34M | 0.26% |
342,921
+53,415
|
|
||
136
Old Dominion Freight Line
ODFL
$49.1B
| $8.31M | 0.25% |
42,544
+7,431
|
|
||
137
Boston Scientific
BSX
$70.9B
| $8.3M | 0.25% |
132,336
-49,998
|
|
||
138
Cboe Global Markets
CBOE
$29.8B
| $8.24M | 0.25% |
29,328
+248
|
|
||
139
United Microelectronic
UMC
$53.7B
| $8.18M | 0.25% |
910,416
+118,049
|
|
||
140
Sumitomo Mitsui Financial
SMFG
$146B
| $8M | 0.24% |
404,869
+25,301
|
|
||
141
Eagle Materials
EXP
$6.76B
| $7.98M | 0.24% |
42,098
+396
|
|
||
142
Fresenius Medical Care
FMS
$11.2B
| $7.85M | 0.24% |
347,773
+83,311
|
|
||
143
Murphy USA
MUSA
$10B
| $7.81M | 0.24% |
15,802
+2,572
|
|
||
144
Carnival Corporation Ltd
CCL
$37.6B
| $7.69M | 0.24% |
297,035
+19,431
|
|
||
145
Micron Technology
MU
$1.22T
| $7.59M | 0.23% |
22,465
-10,510
|
|
||
146
Toyota
TM
$235B
| $7.56M | 0.23% |
36,699
+6,086
|
|
||
147
Idexx Laboratories
IDXX
$44.2B
| $7.38M | 0.23% |
13,128
+585
|
|
||
148
Oneok
OKE
$54.7B
| $7.33M | 0.22% |
81,095
-10,918
|
|
||
149
Ulta Beauty
ULTA
$20.5B
| $7.29M | 0.22% |
13,947
+462
|
|
||
150
Fox Class A
FOXA
$27B
| $7.26M | 0.22% |
124,249
-3,503
|
|