We are live on ! Find out more
MWM

Moran Wealth Management Portfolio holdings

AUM $3.67B
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
+21.63%
1 Year Est. Return
+36.71%
3 Year Est. Return
+106.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.67B
AUM Growth
+$402M
Cap. Flow
+$1.76M
Cap. Flow %
0.05%
Top 10 Hldgs %
13.77%
Holding
561
New
87
Increased
174
Reduced
229
Closed
70

Top Buys

Rank Stock Value
1
DRI icon
Darden Restaurants
DRI
+$16.8M
2
MRVL icon
Marvell Technology
MRVL
+$16.5M
3
ZTS icon
Zoetis
ZTS
+$15.4M
4
EXE
Expand Energy Corp
EXE
+$13.1M
5
AU icon
AngloGold Ashanti
AU
+$12.9M

Top Sells

Rank Stock Value
1
AFL icon
Aflac
AFL
+$21.5M
2
LOW icon
Lowe's Companies
LOW
+$15.8M
3
INTU icon
Intuit
INTU
+$15.7M
4
PGR icon
Progressive
PGR
+$13M
5
PCAR icon
PACCAR
PCAR
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Industrials 16.71%
3 Financials 10.7%
4 Healthcare 9.21%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWK icon
126
iShares MSCI Belgium ETF
EWK
$171M
$9.57M 0.26%
353,443
+10,522
+3% +$277K
ZM icon
127
Zoom
ZM
$28.8B
$9.56M 0.26%
110,805
+3,204
+3% +$303K
PGR icon
128
Progressive
PGR
$129B
$9.43M 0.26%
43,178
-64,475
-60% -$13M
CTAS icon
129
Cintas
CTAS
$79.8B
$9.39M 0.26%
55,202
-3,635
-6% -$628K
GD icon
130
General Dynamics
GD
$97.3B
$9.38M 0.26%
26,489
-997
-4% -$341K
SPGI icon
131
S&P Global
SPGI
$130B
$9.26M 0.25%
22,732
-1,591
-7% -$672K
ADSK icon
132
Autodesk
ADSK
$46.2B
$9.2M 0.25%
47,309
+9,330
+25% +$2.13M
NFLX icon
133
Netflix
NFLX
$340B
$9.19M 0.25%
128,766
+10,141
+9% +$893K
FANG icon
134
Diamondback Energy
FANG
$55.8B
$9.15M 0.25%
52,065
+1,997
+4% +$387K
PYPL icon
135
PayPal
PYPL
$47.4B
$9.15M 0.25%
211,795
-4,662
-2% -$212K
ABEV icon
136
Ambev
ABEV
$46.6B
$9.07M 0.25%
2,889,840
-43,806
-1% -$137K
XOM icon
137
ExxonMobil
XOM
$658B
$9.03M 0.25%
66,033
-8,492
-11% -$1.27M
EXP icon
138
Eagle Materials
EXP
$5.94B
$8.94M 0.24%
39,748
-2,350
-6% -$491K
SLB icon
139
SLB Ltd
SLB
$83.6B
$8.91M 0.24%
191,679
+13,102
+7% +$702K
EFNL icon
140
iShares MSCI Finland ETF
EFNL
$264M
$8.57M 0.23%
+160,238
New +$8.7M
NBIX icon
141
Neurocrine Biosciences
NBIX
$16B
$8.52M 0.23%
50,557
+27,051
+115% +$4.01M
ITUB icon
142
Itaú Unibanco
ITUB
$89.5B
$8.45M 0.23%
1,034,027
+22,678
+2% +$188K
AIT icon
143
Applied Industrial Technologies
AIT
$11.9B
$8.42M 0.23%
24,887
-1,446
-5% -$444K
ULTA icon
144
Ulta Beauty
ULTA
$24.1B
$8.26M 0.23%
18,323
+4,376
+31% +$2.22M
FMS icon
145
Fresenius Medical Care
FMS
$12.1B
$8.19M 0.22%
362,438
+14,665
+4% +$329K
VNQ icon
146
Vanguard Real Estate ETF
VNQ
$38.4B
$8.19M 0.22%
84,968
+49,274
+138% +$4.71M
RMD icon
147
ResMed
RMD
$32.6B
$8.08M 0.22%
41,471
-2,176
-5% -$451K
CCL icon
148
Carnival Corporation Ltd
CCL
$32.1B
$8.01M 0.22%
280,403
-16,632
-6% -$454K
SMFG icon
149
Sumitomo Mitsui Financial
SMFG
$173B
$7.95M 0.22%
336,966
-67,903
-17% -$1.51M
XYZ
150
Block Inc
XYZ
$49.5B
$7.89M 0.22%
103,832
-3,769
-4% -$265K
4 5
6
7 8

Similar funds

ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Moran Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Moran Wealth Management held 561 positions worth $3.67B, up 12% from $3.27B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Moran Wealth Management's Q2 2026 filing shows 87 new, 174 increased, 229 reduced and 70 closed positions. Its largest new stake was Darden Restaurants: 83,994 shares worth $17.3M. The largest sale was Aflac, an estimated $21.5M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Moran Wealth Management's largest Q2 2026 buy was Darden Restaurants: 83,994 shares worth $17.3M.
  • Moran Wealth Management added most to Zoetis in Q2 2026, an estimated $15.4M increase.
  • Moran Wealth Management's biggest Q2 2026 reduction was Aflac, cutting an estimated $21.5M.
  • Moran Wealth Management fully exited Lowe's Companies in Q2 2026, selling an estimated $15.8M.
  • Moran Wealth Management's ten largest holdings make up 14% of its $3.67B portfolio in Q2 2026.
  • Moran Wealth Management opened 87 new positions and closed 70 in Q2 2026.
  • Moran Wealth Management's portfolio value rose 12% quarter-over-quarter to $3.67B.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.