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
$3.26B
AUM Growth
-$54.8M
(-1.7%)
Holding
545
Top Buys
| 1 | +$17.8M | |
| 2 | +$11.3M | |
| 3 | +$10M | |
| 4 |
Fortinet
FTNT
|
+$9.33M |
| 5 |
SBA Communications
SBAC
|
+$9.02M |
Top Sells
| 1 | +$57.4M | |
| 2 | +$28.8M | |
| 3 | +$23.5M | |
| 4 |
Hershey
HSY
|
+$17.2M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$14.7M |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Industrials | 17.27% |
| 3 | Financials | 13.94% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Healthcare | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Tetra Tech
TTEK
$9.29B
| $5.57M | 0.17% |
166,068
-9,266
|
|
||
177
ASML
ASML
$521B
| $5.55M | 0.17% |
5,189
-345
|
|
||
178
Avery Dennison
AVY
$14.6B
| $5.54M | 0.17% |
30,448
-1,051
|
|
||
179
Old Dominion Freight Line
ODFL
$42.5B
| $5.51M | 0.17% |
35,113
+8,664
|
|
||
180
AST SpaceMobile
ASTS
$26.4B
| $5.45M | 0.17% |
75,039
+6,432
|
|
||
181
Plexus
PLXS
$5.17B
| $5.43M | 0.17% |
36,916
-2,570
|
|
||
182
Fidelity National Information Services
FIS
$25.6B
| $5.42M | 0.17% |
81,609
+20,030
|
|
||
183
Enova International
ENVA
$3.42B
| $5.39M | 0.17% |
34,272
-1,937
|
|
||
184
TJX Companies
TJX
$174B
| $5.38M | 0.17% |
35,056
-848
|
|
||
185
Coterra Energy
CTRA
$23.9B
| $5.38M | 0.17% |
204,493
-5,934
|
|
||
186
Stryker
SYK
$145B
| $5.36M | 0.16% |
15,256
-755
|
|
||
187
Cirrus Logic
CRUS
$7.05B
| $5.34M | 0.16% |
45,067
-2,857
|
|
||
188
Murphy USA
MUSA
$7.32B
| $5.34M | 0.16% |
13,230
-911
|
|
||
189
Deckers Outdoor
DECK
$15.3B
| $5.32M | 0.16% |
51,291
+3,020
|
|
||
190
Primerica
PRI
$8.06B
| $5.3M | 0.16% |
20,522
+12,881
|
|
||
191
Royalty Pharma
RPRX
$20.1B
| $5.3M | 0.16% |
137,193
+23,429
|
|
||
192
SLB Ltd
SLB
$73.9B
| $5.28M | 0.16% |
137,592
+35,311
|
|
||
193
SAP
SAP
$222B
| $5.22M | 0.16% |
21,473
+2,072
|
|
||
194
Uber
UBER
$154B
| $5.21M | 0.16% |
63,782
+12,945
|
|
||
195
Insulet
PODD
$17B
| $5.19M | 0.16% |
+18,252
|
|
||
196
LKQ Corp
LKQ
$8.08B
| $5.16M | 0.16% |
170,709
+104,169
|
|
||
197
Veeva Systems
VEEV
$29.5B
| $5.11M | 0.16% |
22,877
+938
|
|
||
198
Advanced Micro Devices
AMD
$311B
| $5.1M | 0.16% |
23,793
+2,699
|
|
||
199
Andersons Inc
ANDE
$2.22B
| $5.05M | 0.15% |
94,981
-5,411
|
|
||
200
Waste Management
WM
$97.3B
| $5.04M | 0.15% |
22,950
+235
|
|