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 | |
|---|---|---|---|---|---|---|
126
Celsius Holdings
CELH
$10.7B
| $7.95M | 0.24% |
171,268
+88,941
|
|
||
127
Performance Food Group
PFGC
$15.5B
| $7.82M | 0.24% |
89,449
-5,207
|
|
||
|
COLO
128
Global X MSCI Colombia ETF
COLO
$117M
| $7.71M | 0.24% |
267,477
+6,635
|
|
||
129
Eli Lilly
LLY
$827B
| $7.66M | 0.24% |
9,829
+376
|
|
||
130
Fiserv
FI
$34.3B
| $7.65M | 0.24% |
44,350
+922
|
|
||
131
Apple
AAPL
$3.97T
| $7.57M | 0.23% |
36,882
+2,669
|
|
||
132
Elevance Health
ELV
$70.6B
| $7.56M | 0.23% |
+19,432
|
|
||
133
Fox Class A
FOXA
$29.3B
| $7.55M | 0.23% |
134,683
-3,782
|
|
||
134
British American Tobacco
BTI
$119B
| $7.4M | 0.23% |
156,272
-2,943
|
|
||
135
Cognizant
CTSH
$35.3B
| $7.05M | 0.22% |
90,373
-7,123
|
|
||
136
Global X MSCI Argentina ETF
ARGT
$836M
| $6.95M | 0.21% |
82,007
+1,657
|
|
||
137
Arch Capital
ACGL
$32.5B
| $6.93M | 0.21% |
+76,069
|
|
||
138
Dynatrace
DT
$14.2B
| $6.73M | 0.21% |
121,980
-111
|
|
||
139
Tetra Tech
TTEK
$8.47B
| $6.63M | 0.2% |
184,294
-14,599
|
|
||
140
Acuity Brands
AYI
$11B
| $6.62M | 0.2% |
22,203
-2,300
|
|
||
141
Procter & Gamble
PG
$343B
| $6.42M | 0.2% |
+40,315
|
|
||
142
Stryker
SYK
$136B
| $6.39M | 0.2% |
16,143
-105
|
|
||
143
Ingredion
INGR
$6.91B
| $6.37M | 0.2% |
46,947
-1,637
|
|
||
144
Cboe Global Markets
CBOE
$26.9B
| $6.34M | 0.2% |
27,183
-2,055
|
|
||
145
Veeva Systems
VEEV
$48.3B
| $6.31M | 0.19% |
21,918
-346
|
|
||
|
SGI
146
Somnigroup International
SGI
$19.2B
| $6.29M | 0.19% |
92,365
-252
|
|
||
147
Pilgrim's Pride
PPC
$8.8B
| $6.26M | 0.19% |
139,099
-10,276
|
|
||
148
DaVita
DVA
$8.73B
| $6.17M | 0.19% |
43,347
-73,857
|
|
||
149
BHP
BHP
$140B
| $6.12M | 0.19% |
127,299
+4,262
|
|
||
150
Interactive Brokers
IBKR
$31.4B
| $6.12M | 0.19% |
+110,374
|
|