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 | |
|---|---|---|---|---|---|---|
151
IBM
IBM
$286B
| $6.07M | 0.19% |
20,597
+1,096
|
|
||
152
TotalEnergies
TTE
$134B
| $6M | 0.18% |
97,754
+3,182
|
|
||
153
lululemon athletica
LULU
$19.7B
| $5.98M | 0.18% |
+25,176
|
|
||
154
LKQ Corp
LKQ
$7.77B
| $5.94M | 0.18% |
160,453
-13,077
|
|
||
155
Plexus
PLXS
$3.87B
| $5.93M | 0.18% |
43,795
-3,101
|
|
||
156
Vanguard Real Estate ETF
VNQ
$33.8B
| $5.86M | 0.18% |
+65,801
|
|
||
157
Rio Tinto
RIO
$113B
| $5.82M | 0.18% |
99,806
+4,300
|
|
||
158
Ferguson
FERG
$50.1B
| $5.82M | 0.18% |
26,729
-1,295
|
|
||
159
ASE Group
ASX
$33.2B
| $5.82M | 0.18% |
563,171
+23,598
|
|
||
160
SAP
SAP
$293B
| $5.69M | 0.18% |
18,708
+81
|
|
||
161
Avery Dennison
AVY
$13.5B
| $5.66M | 0.17% |
+32,248
|
|
||
162
Ulta Beauty
ULTA
$23.2B
| $5.63M | 0.17% |
12,043
-3,335
|
|
||
163
Itaú Unibanco
ITUB
$81.3B
| $5.62M | 0.17% |
828,255
+4,499
|
|
||
164
Valmont Industries
VMI
$8.03B
| $5.61M | 0.17% |
17,187
-1,323
|
|
||
165
Casey's General Stores
CASY
$19.8B
| $5.61M | 0.17% |
10,988
+22
|
|
||
166
UFP Industries
UFPI
$5.36B
| $5.6M | 0.17% |
56,381
-4,374
|
|
||
167
Salesforce
CRM
$228B
| $5.55M | 0.17% |
20,346
-3,056
|
|
||
168
Petrobras
PBR
$82.9B
| $5.48M | 0.17% |
438,047
+32,485
|
|
||
169
Mueller Industries
MLI
$11.9B
| $5.45M | 0.17% |
68,518
-3,303
|
|
||
170
Automatic Data Processing
ADP
$103B
| $5.41M | 0.17% |
17,526
+4,255
|
|
||
171
Copart
CPRT
$39.2B
| $5.38M | 0.17% |
109,657
+226
|
|
||
172
Waste Management
WM
$81.3B
| $5.32M | 0.16% |
23,261
-201
|
|
||
173
Comcast
CMCSA
$99.7B
| $5.3M | 0.16% |
+148,409
|
|
||
174
Cirrus Logic
CRUS
$6.05B
| $5.29M | 0.16% |
50,783
-3,571
|
|
||
175
Willis Towers Watson
WTW
$31.2B
| $5.28M | 0.16% |
17,225
-1,913
|
|