MWM
Moran Wealth Management Portfolio holdings
AUM
$3.26B
1-Year Est. Return
19.44%
This Fund
S&P 500
1 Year Est. Return
+19.44%
AUM
$3.32B
AUM Growth
+$89.3M
(+2.8%)
Holding
542
Top Buys
| 1 | +$32.4M | |
| 2 | +$28.9M | |
| 3 | +$23.2M | |
| 4 |
Merck
MRK
|
+$17.7M |
| 5 |
Procter & Gamble
PG
|
+$14M |
Top Sells
| 1 | +$17.3M | |
| 2 | +$17M | |
| 3 | +$15.1M | |
| 4 |
Fair Isaac
FICO
|
+$14.2M |
| 5 |
Broadcom
AVGO
|
+$14.2M |
Sector Composition
| 1 | Technology | 24.18% |
| 2 | Industrials | 16.9% |
| 3 | Financials | 12.49% |
| 4 | Consumer Discretionary | 9.05% |
| 5 | Healthcare | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Stryker
SYK
$134B
| $5.92M | 0.18% |
16,011
-132
|
|
||
152
Dynatrace
DT
$11.9B
| $5.92M | 0.18% |
122,123
+143
|
|
||
153
Owens Corning
OC
$8.76B
| $5.86M | 0.18% |
41,457
-20,735
|
|
||
154
Tetra Tech
TTEK
$8.29B
| $5.85M | 0.18% |
175,334
-8,960
|
|
||
155
Hartford Financial Services
HIG
$37.3B
| $5.81M | 0.18% |
43,579
+2,035
|
|
||
156
Casey's General Stores
CASY
$25.6B
| $5.77M | 0.17% |
10,215
-773
|
|
||
157
Petrobras
PBR
$126B
| $5.74M | 0.17% |
453,477
+15,430
|
|
||
158
SBA Communications
SBAC
$19.8B
| $5.72M | 0.17% |
29,609
-40,847
|
|
||
159
Plexus
PLXS
$5.24B
| $5.71M | 0.17% |
39,486
-4,309
|
|
||
160
Mitsubishi UFJ Financial
MUFG
$190B
| $5.64M | 0.17% |
353,627
+7,963
|
|
||
161
IBM
IBM
$240B
| $5.63M | 0.17% |
19,966
-631
|
|
||
162
Ingredion
INGR
$7.12B
| $5.57M | 0.17% |
45,581
-1,366
|
|
||
163
Murphy USA
MUSA
$8.5B
| $5.49M | 0.17% |
14,141
-32,707
|
|
||
164
Sumitomo Mitsui Financial
SMFG
$125B
| $5.36M | 0.16% |
320,272
+10,186
|
|
||
165
ASML
ASML
$535B
| $5.36M | 0.16% |
5,534
-341
|
|
||
166
United Microelectronic
UMC
$23.9B
| $5.28M | 0.16% |
696,496
+24,372
|
|
||
167
TJX Companies
TJX
$173B
| $5.19M | 0.16% |
35,904
-1,150
|
|
||
168
SAP
SAP
$222B
| $5.18M | 0.16% |
19,401
+693
|
|
||
169
Ross Stores
ROST
$67.7B
| $5.18M | 0.16% |
33,977
-72
|
|
||
170
Simpson Manufacturing
SSD
$7.36B
| $5.18M | 0.16% |
30,916
+168
|
|
||
171
Automatic Data Processing
ADP
$84.4B
| $5.18M | 0.16% |
17,634
+108
|
|
||
172
TotalEnergies
TTE
$183B
| $5.11M | 0.15% |
85,582
-12,172
|
|
||
173
Avery Dennison
AVY
$13.2B
| $5.11M | 0.15% |
31,499
-749
|
|
||
174
UFP Industries
UFPI
$5.15B
| $5.06M | 0.15% |
54,076
-2,305
|
|
||
175
Waste Management
WM
$95.2B
| $5.02M | 0.15% |
22,715
-546
|
|