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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
MUSA icon
151
Murphy USA
MUSA
$9.47B
$7.87M 0.21%
14,598
-1,204
-8% -$654K
UL icon
152
Unilever
UL
$139B
$7.82M 0.21%
130,112
+11,552
+10% +$668K
ODFL icon
153
Old Dominion Freight Line
ODFL
$38.5B
$7.79M 0.21%
35,983
-6,561
-15% -$1.42M
DIVO icon
154
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.96B
$7.78M 0.21%
170,207
+32,585
+24% +$1.49M
FDS icon
155
Factset
FDS
$10.8B
$7.71M 0.21%
33,507
+1,802
+6% +$414K
VMI icon
156
Valmont Industries
VMI
$9.29B
$7.69M 0.21%
13,311
-1,182
-8% -$594K
EXEL icon
157
Exelixis
EXEL
$14.6B
$7.68M 0.21%
141,150
+77,245
+121% +$3.76M
MUFG icon
158
Mitsubishi UFJ Financial
MUFG
$271B
$7.63M 0.21%
383,724
-144,380
-27% -$2.72M
BF.B icon
159
Brown-Forman Class B
BF.B
$12.5B
$7.62M 0.21%
286,003
+18,182
+7% +$490K
BLDR icon
160
Builders FirstSource
BLDR
$7.11B
$7.52M 0.21%
84,071
+14,560
+21% +$1.16M
BFH icon
161
Bread Financial
BFH
$4.19B
$7.51M 0.2%
69,285
-4,529
-6% -$407K
DEO icon
162
Diageo
DEO
$50.2B
$7.19M 0.2%
89,478
+6,139
+7% +$496K
DY icon
163
Dycom Industries
DY
$9.04B
$7.16M 0.2%
+14,160
New +$6.19M
AXON
164
Axon Enterprise
AXON
$42.1B
$7.02M 0.19%
12,514
-716
-5% -$300K
COF icon
165
Capital One
COF
$135B
$7M 0.19%
34,876
-1,086
-3% -$208K
AYI icon
166
Acuity Brands
AYI
$9.85B
$6.9M 0.19%
18,327
-1,098
-6% -$325K
TM icon
167
Toyota
TM
$234B
$6.85M 0.19%
40,653
+3,954
+11% +$749K
PRG icon
168
PROG Holdings
PRG
$1.57B
$6.83M 0.19%
146,486
-12,848
-8% -$448K
BROS icon
169
Dutch Bros
BROS
$6.39B
$6.81M 0.19%
94,852
+41,993
+79% +$2.41M
NOW icon
170
ServiceNow
NOW
$145B
$6.78M 0.18%
68,322
+1,157
+2% +$115K
DDOG icon
171
Datadog
DDOG
$76.4B
$6.72M 0.18%
+25,802
New +$4.8M
HQY icon
172
HealthEquity
HQY
$7.95B
$6.7M 0.18%
+74,194
New +$6.29M
IDXX icon
173
Idexx Laboratories
IDXX
$42B
$6.69M 0.18%
12,707
-421
-3% -$236K
INTC icon
174
Intel
INTC
$502B
$6.57M 0.18%
+47,073
New +$4.76M
CHWY icon
175
Chewy
CHWY
$9.83B
$6.53M 0.18%
+332,086
New +$7.54M
5 6
7
8 9

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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.