MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.1M
3
+$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1
+$24.2M
2
+$22.4M
3
+$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.76%
3 Financials 14.18%
4 Consumer Discretionary 10.58%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
176
General Motors
GM
$55.6B
$4.95M 0.17%
+105,168
IPG icon
177
Interpublic Group of Companies
IPG
$9.67B
$4.86M 0.16%
178,973
+37,168
IBM icon
178
IBM
IBM
$262B
$4.85M 0.16%
19,501
+550
ANDE icon
179
Andersons Inc
ANDE
$1.62B
$4.84M 0.16%
+112,693
CASY icon
180
Casey's General Stores
CASY
$21.1B
$4.76M 0.16%
10,966
+399
SSD icon
181
Simpson Manufacturing
SSD
$7.25B
$4.74M 0.16%
30,171
+1,015
UMC icon
182
United Microelectronic
UMC
$18.8B
$4.73M 0.16%
661,347
+44,572
ASX icon
183
ASE Group
ASX
$27.7B
$4.73M 0.16%
539,573
+17,334
EEFT icon
184
Euronet Worldwide
EEFT
$3.47B
$4.69M 0.16%
43,900
+14,896
FANG icon
185
Diamondback Energy
FANG
$40.3B
$4.67M 0.16%
29,230
+3,188
SMFG icon
186
Sumitomo Mitsui Financial
SMFG
$101B
$4.66M 0.16%
301,575
-57,161
MUFG icon
187
Mitsubishi UFJ Financial
MUFG
$171B
$4.64M 0.16%
340,440
-22,108
KO icon
188
Coca-Cola
KO
$295B
$4.62M 0.16%
64,554
+22,704
UL icon
189
Unilever
UL
$155B
$4.6M 0.15%
77,290
-23,949
ITUB icon
190
Itaú Unibanco
ITUB
$74.4B
$4.53M 0.15%
823,756
+42,604
FERG icon
191
Ferguson
FERG
$47.6B
$4.49M 0.15%
+28,024
KMI icon
192
Kinder Morgan
KMI
$60.8B
$4.47M 0.15%
156,813
+5,698
VYMI icon
193
Vanguard International High Dividend Yield ETF
VYMI
$12.3B
$4.44M 0.15%
60,276
-704
APOG icon
194
Apogee Enterprises
APOG
$817M
$4.42M 0.15%
95,417
-964
BLD icon
195
TopBuild
BLD
$12.2B
$4.38M 0.15%
14,353
-3,416
ABEV icon
196
Ambev
ABEV
$35.1B
$4.34M 0.15%
1,863,326
+157,817
IOSP icon
197
Innospec
IOSP
$1.84B
$4.27M 0.14%
45,025
-3,139
CCEP icon
198
Coca-Cola Europacific Partners
CCEP
$41B
$4.22M 0.14%
48,452
+2,330
B
199
Barrick Mining
B
$56.9B
$4.2M 0.14%
216,194
+1,574
SCHD icon
200
Schwab US Dividend Equity ETF
SCHD
$70B
$4.19M 0.14%
149,732
-1,189
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