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
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.6M
3
+$16.6M
4
CL icon
Colgate-Palmolive
CL
+$14.5M
5
CINF icon
Cincinnati Financial
CINF
+$14.1M

Top Sells

1
+$21.8M
2
+$18.8M
3
+$16M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
Evercore
EVR
+$14.4M

Sector Composition

1 Technology 23.26%
2 Industrials 17.41%
3 Financials 14.73%
4 Consumer Discretionary 9.96%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIG icon
176
Hartford Financial Services
HIG
$36.5B
$5.27M 0.16%
+41,544
DHI icon
177
D.R. Horton
DHI
$42.6B
$5.22M 0.16%
40,527
-37,674
OMC icon
178
Omnicom Group
OMC
$14B
$5.22M 0.16%
72,594
-3,466
KO icon
179
Coca-Cola
KO
$303B
$5.18M 0.16%
73,247
+8,693
GM icon
180
General Motors
GM
$66.3B
$5.18M 0.16%
105,208
+40
UMC icon
181
United Microelectronic
UMC
$18.6B
$5.14M 0.16%
672,124
+10,777
VYMI icon
182
Vanguard International High Dividend Yield ETF
VYMI
$12.6B
$5.05M 0.16%
63,007
+2,731
AMG icon
183
Affiliated Managers Group
AMG
$7.3B
$5.05M 0.16%
25,650
+9,018
UL icon
184
Unilever
UL
$149B
$4.86M 0.15%
79,405
+2,115
EHC icon
185
Encompass Health
EHC
$11.6B
$4.78M 0.15%
+39,006
SSD icon
186
Simpson Manufacturing
SSD
$7.04B
$4.78M 0.15%
30,748
+577
MUFG icon
187
Mitsubishi UFJ Financial
MUFG
$173B
$4.74M 0.15%
345,664
+5,224
KMI icon
188
Kinder Morgan
KMI
$60.2B
$4.72M 0.15%
160,662
+3,849
ASML icon
189
ASML
ASML
$403B
$4.71M 0.15%
5,875
+258
FIS icon
190
Fidelity National Information Services
FIS
$33.9B
$4.7M 0.15%
57,776
-196,544
SMFG icon
191
Sumitomo Mitsui Financial
SMFG
$106B
$4.69M 0.14%
310,086
+8,511
MEDP icon
192
Medpace
MEDP
$16.9B
$4.66M 0.14%
14,854
-2,074
CCEP icon
193
Coca-Cola Europacific Partners
CCEP
$41.1B
$4.59M 0.14%
49,510
+1,058
TMUS icon
194
T-Mobile US
TMUS
$230B
$4.58M 0.14%
19,239
+73
TJX icon
195
TJX Companies
TJX
$163B
$4.58M 0.14%
37,054
+31,771
ABEV icon
196
Ambev
ABEV
$38B
$4.55M 0.14%
1,886,937
+23,611
IBN icon
197
ICICI Bank
IBN
$108B
$4.42M 0.14%
131,489
+2,117
YELP icon
198
Yelp
YELP
$1.84B
$4.4M 0.14%
128,498
-10,150
SCHD icon
199
Schwab US Dividend Equity ETF
SCHD
$69.9B
$4.35M 0.13%
164,167
+14,435
ROST icon
200
Ross Stores
ROST
$52.7B
$4.34M 0.13%
+34,049
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8
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