MWM

Moran Wealth Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$28.8M
3
+$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1
+$17.6M
2
+$17M
3
+$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

Sector Composition

1 Technology 24.19%
2 Industrials 16.9%
3 Financials 12.48%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
176
Uber
UBER
$182B
$4.98M 0.15%
50,837
+10,014
CTRA icon
177
Coterra Energy
CTRA
$20.1B
$4.98M 0.15%
210,427
+93,684
ARGT icon
178
Global X MSCI Argentina ETF
ARGT
$787M
$4.9M 0.15%
70,241
-11,766
DECK icon
179
Deckers Outdoor
DECK
$13.4B
$4.89M 0.15%
48,271
-55,693
CMCSA icon
180
Comcast
CMCSA
$98.5B
$4.89M 0.15%
155,545
+7,136
UL icon
181
Unilever
UL
$146B
$4.88M 0.15%
82,288
+2,883
SCHD icon
182
Schwab US Dividend Equity ETF
SCHD
$70.6B
$4.86M 0.15%
177,998
+13,831
EHC icon
183
Encompass Health
EHC
$11.5B
$4.83M 0.15%
38,039
-967
MDLZ icon
184
Mondelez International
MDLZ
$72.2B
$4.68M 0.14%
74,860
-90,326
FANG icon
185
Diamondback Energy
FANG
$44.7B
$4.65M 0.14%
32,477
+4,337
ORLY icon
186
O'Reilly Automotive
ORLY
$84.3B
$4.59M 0.14%
42,570
-642
SNN icon
187
Smith & Nephew
SNN
$13.8B
$4.58M 0.14%
126,221
+5,169
B
188
Barrick Mining
B
$69.2B
$4.52M 0.14%
137,827
-64,697
ORCL icon
189
Oracle
ORCL
$573B
$4.49M 0.14%
15,978
+1,609
TMUS icon
190
T-Mobile US
TMUS
$235B
$4.49M 0.14%
18,746
-493
KMI icon
191
Kinder Morgan
KMI
$59.7B
$4.46M 0.13%
157,611
-3,051
NU icon
192
Nu Holdings
NU
$85.3B
$4.46M 0.13%
278,284
+33,333
DOCS icon
193
Doximity
DOCS
$9.52B
$4.4M 0.13%
60,125
-742
ABEV icon
194
Ambev
ABEV
$40.2B
$4.38M 0.13%
1,963,724
+76,787
CI icon
195
Cigna
CI
$73.2B
$4.37M 0.13%
15,153
-33,693
CCEP icon
196
Coca-Cola Europacific Partners
CCEP
$41.6B
$4.35M 0.13%
48,083
-1,427
BLDR icon
197
Builders FirstSource
BLDR
$12.4B
$4.3M 0.13%
35,431
+355
NI icon
198
NiSource
NI
$20B
$4.25M 0.13%
98,157
-2,255
IBN icon
199
ICICI Bank
IBN
$109B
$4.17M 0.13%
137,857
+6,368
ENVA icon
200
Enova International
ENVA
$3.25B
$4.17M 0.13%
36,209
-1,230
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