MWM
Moran Wealth Management Portfolio holdings
AUM
$3.27B
1-Year Est. Return
25.8%
This Fund
S&P 500
1 Year Est. Return
+25.8%
AUM
$3.27B
AUM Growth
+$4.12M
(+0.13%)
Holding
571
Top Buys
| 1 | +$42.2M | |
| 2 | +$12.9M | |
| 3 | +$12.7M | |
| 4 |
Casey's General Stores
CASY
|
+$12.1M |
| 5 |
Williams Companies
WMB
|
+$11.5M |
Top Sells
| 1 | +$23.9M | |
| 2 | +$21.6M | |
| 3 | +$15.2M | |
| 4 |
Progressive
PGR
|
+$12.7M |
| 5 |
W.R. Berkley
WRB
|
+$12.1M |
Sector Composition
| 1 | Technology | 21.98% |
| 2 | Industrials | 17.58% |
| 3 | Financials | 12.42% |
| 4 | Healthcare | 9.38% |
| 5 | Consumer Discretionary | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Advanced Micro Devices
AMD
$885B
| $5.78M | 0.18% |
28,402
+4,609
|
|
||
177
Builders FirstSource
BLDR
$7.99B
| $5.72M | 0.18% |
69,511
+15,268
|
|
||
178
Comcast
CMCSA
$84B
| $5.69M | 0.17% |
198,340
+29,745
|
|
||
179
Axon Enterprise
AXON
$38.8B
| $5.62M | 0.17% |
+13,230
|
|
||
180
Bread Financial
BFH
$3.57B
| $5.53M | 0.17% |
73,814
+35,672
|
|
||
181
Smith & Nephew
SNN
$12.7B
| $5.51M | 0.17% |
173,349
+33,362
|
|
||
182
Kinder Morgan
KMI
$69.8B
| $5.48M | 0.17% |
163,498
+5,347
|
|
||
183
Uber
UBER
$146B
| $5.48M | 0.17% |
76,156
+12,374
|
|
||
184
Acuity Brands
AYI
$9.48B
| $5.44M | 0.17% |
19,425
-688
|
|
||
185
Waste Management
WM
$87.5B
| $5.29M | 0.16% |
23,010
+60
|
|
||
186
Post Holdings
POST
$4.12B
| $5.23M | 0.16% |
+52,897
|
|
||
187
Simpson Manufacturing
SSD
$7.74B
| $5.23M | 0.16% |
30,461
-53
|
|
||
188
Ingredion
INGR
$6.36B
| $5.22M | 0.16% |
46,368
+6,157
|
|
||
189
Salesforce
CRM
$156B
| $5.19M | 0.16% |
27,788
-10,009
|
|
||
190
Nu Holdings
NU
$56.6B
| $5.18M | 0.16% |
360,144
+59,731
|
|
||
191
TJX Companies
TJX
$174B
| $5.15M | 0.16% |
32,247
-2,809
|
|
||
192
lululemon athletica
LULU
$15.1B
| $5.1M | 0.16% |
33,342
+2,098
|
|
||
193
Abercrombie & Fitch
ANF
$3.42B
| $5.09M | 0.16% |
55,748
+17,476
|
|
||
194
AST SpaceMobile
ASTS
$32.2B
| $5.08M | 0.16% |
61,247
-13,792
|
|
||
195
ICICI Bank
IBN
$91.4B
| $5.01M | 0.15% |
193,414
+39,614
|
|
||
|
SGI
196
Somnigroup International
SGI
$14.2B
| $4.97M | 0.15% |
67,202
-18,016
|
|
||
197
Fidelity National Information Services
FIS
$21.1B
| $4.96M | 0.15% |
105,683
+24,074
|
|
||
198
Avery Dennison
AVY
$11.9B
| $4.94M | 0.15% |
28,634
-1,814
|
|
||
199
LKQ Corp
LKQ
$6.5B
| $4.93M | 0.15% |
167,929
-2,780
|
|
||
200
HCI Group
HCI
$1.91B
| $4.93M | 0.15% |
31,898
+17,461
|
|