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 | |
|---|---|---|---|---|---|---|
126
Performance Food Group
PFGC
$15.9B
| $7.44M | 0.25% |
94,656
+989
|
|
||
127
LKQ Corp
LKQ
$7.73B
| $7.38M | 0.25% |
+173,530
|
|
||
128
General Mills
GIS
$25.8B
| $7.31M | 0.25% |
122,232
+5,176
|
|
||
129
Delta Air Lines
DAL
$38.9B
| $7.19M | 0.24% |
164,971
+81,453
|
|
||
130
Booking.com
BKNG
$164B
| $7.19M | 0.24% |
1,561
+8
|
|
||
|
COLO
131
Global X MSCI Colombia ETF
COLO
$107M
| $7.17M | 0.24% |
+260,842
|
|
||
132
TE Connectivity
TEL
$65.9B
| $7.14M | 0.24% |
+50,526
|
|
||
133
US Foods
USFD
$17.1B
| $6.9M | 0.23% |
+105,351
|
|
||
134
Flex
FLEX
$23.2B
| $6.68M | 0.22% |
201,886
+107,847
|
|
||
135
Cboe Global Markets
CBOE
$25.1B
| $6.62M | 0.22% |
29,238
-3,771
|
|
||
136
British American Tobacco
BTI
$112B
| $6.59M | 0.22% |
159,215
-6,328
|
|
||
137
Ingredion
INGR
$7.79B
| $6.57M | 0.22% |
48,584
+47,074
|
|
||
138
Best Buy
BBY
$16.7B
| $6.57M | 0.22% |
89,218
+8,534
|
|
||
139
UFP Industries
UFPI
$5.31B
| $6.5M | 0.22% |
60,755
-4,834
|
|
||
140
Global X MSCI Argentina ETF
ARGT
$666M
| $6.49M | 0.22% |
80,350
-7,712
|
|
||
141
Willis Towers Watson
WTW
$32.2B
| $6.47M | 0.22% |
19,138
+25
|
|
||
142
Acuity Brands
AYI
$10.9B
| $6.45M | 0.22% |
24,503
-445
|
|
||
143
Omnicom Group
OMC
$15B
| $6.31M | 0.21% |
+76,060
|
|
||
144
Salesforce
CRM
$231B
| $6.28M | 0.21% |
23,402
+139
|
|
||
145
Copart
CPRT
$42.9B
| $6.19M | 0.21% |
109,431
+1,903
|
|
||
146
Trade Desk
TTD
$24.4B
| $6.18M | 0.21% |
+112,870
|
|
||
147
TotalEnergies
TTE
$133B
| $6.12M | 0.21% |
94,572
-374,129
|
|
||
148
Stryker
SYK
$143B
| $6.05M | 0.2% |
16,248
+7,189
|
|
||
149
Target
TGT
$41.3B
| $6.04M | 0.2% |
57,872
+5,648
|
|
||
150
Plexus
PLXS
$4.01B
| $6.01M | 0.2% |
46,896
-4,457
|
|