MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$15.1M
3 +$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1 +$24.2M
2 +$22.4M
3 +$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
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
PODD icon
151
Insulet
PODD
$22.4B
$6.01M 0.2%
+22,869
BHP icon
152
BHP
BHP
$141B
$5.97M 0.2%
123,037
-89,970
JBL icon
153
Jabil
JBL
$22.4B
$5.94M 0.2%
43,630
+21,207
TTEK icon
154
Tetra Tech
TTEK
$8.59B
$5.82M 0.2%
198,893
-16,365
PBR icon
155
Petrobras
PBR
$75B
$5.82M 0.2%
405,562
+12,754
DT icon
156
Dynatrace
DT
$14.5B
$5.76M 0.19%
+122,091
RIO icon
157
Rio Tinto
RIO
$111B
$5.74M 0.19%
95,506
-740
ULTA icon
158
Ulta Beauty
ULTA
$23.9B
$5.64M 0.19%
15,378
+339
SGI
159
Somnigroup International
SGI
$17.7B
$5.55M 0.19%
+92,617
MLI icon
160
Mueller Industries
MLI
$10.9B
$5.47M 0.18%
71,821
-117,060
WM icon
161
Waste Management
WM
$86.8B
$5.43M 0.18%
23,462
+752
CRUS icon
162
Cirrus Logic
CRUS
$6.48B
$5.42M 0.18%
54,354
-3,920
PPG icon
163
PPG Industries
PPG
$22.9B
$5.36M 0.18%
49,020
+6,838
CNR
164
Core Natural Resources Inc
CNR
$4.62B
$5.32M 0.18%
69,020
+36,583
VMI icon
165
Valmont Industries
VMI
$7.99B
$5.28M 0.18%
18,510
-1,635
MEDP icon
166
Medpace
MEDP
$14.8B
$5.16M 0.17%
+16,928
VEEV icon
167
Veeva Systems
VEEV
$46.5B
$5.16M 0.17%
22,264
-42,400
YELP icon
168
Yelp
YELP
$2.05B
$5.13M 0.17%
+138,648
RJF icon
169
Raymond James Financial
RJF
$32.2B
$5.11M 0.17%
36,814
+4,035
TMUS icon
170
T-Mobile US
TMUS
$258B
$5.11M 0.17%
19,166
+656
PLD icon
171
Prologis
PLD
$115B
$5.1M 0.17%
45,582
-58
CBT icon
172
Cabot Corp
CBT
$3.71B
$5.05M 0.17%
60,734
-1,484
CNMD icon
173
CONMED
CNMD
$1.4B
$5.03M 0.17%
+83,276
SAP icon
174
SAP
SAP
$318B
$5M 0.17%
18,627
-1,397
CDW icon
175
CDW
CDW
$20B
$5M 0.17%
31,189
+3,920