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
$3.32B
AUM Growth
+$89.3M
(+2.8%)
Holding
542
Top Buys
| 1 | +$32.4M | |
| 2 | +$28.9M | |
| 3 | +$23.2M | |
| 4 |
Merck
MRK
|
+$17.7M |
| 5 |
Procter & Gamble
PG
|
+$14M |
Top Sells
| 1 | +$17.3M | |
| 2 | +$17M | |
| 3 | +$15.1M | |
| 4 |
Fair Isaac
FICO
|
+$14.2M |
| 5 |
Broadcom
AVGO
|
+$14.2M |
Sector Composition
| 1 | Technology | 24.18% |
| 2 | Industrials | 16.9% |
| 3 | Financials | 12.49% |
| 4 | Consumer Discretionary | 9.05% |
| 5 | Healthcare | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Uber
UBER
$160B
| $4.98M | 0.15% |
50,837
+10,014
|
|
||
177
Coterra Energy
CTRA
$25B
| $4.98M | 0.15% |
210,427
+93,684
|
|
||
178
Global X MSCI Argentina ETF
ARGT
$757M
| $4.9M | 0.15% |
70,241
-11,766
|
|
||
179
Deckers Outdoor
DECK
$14.9B
| $4.89M | 0.15% |
48,271
-55,693
|
|
||
180
Comcast
CMCSA
$108B
| $4.89M | 0.15% |
155,545
+7,136
|
|
||
181
Unilever
UL
$143B
| $4.88M | 0.15% |
73,145
+2,563
|
|
||
182
Schwab US Dividend Equity ETF
SCHD
$84.1B
| $4.86M | 0.15% |
177,998
+13,831
|
|
||
183
Encompass Health
EHC
$10.1B
| $4.83M | 0.15% |
38,039
-967
|
|
||
184
Mondelez International
MDLZ
$74.3B
| $4.68M | 0.14% |
74,860
-90,326
|
|
||
185
Diamondback Energy
FANG
$52.8B
| $4.65M | 0.14% |
32,477
+4,337
|
|
||
186
O'Reilly Automotive
ORLY
$75B
| $4.59M | 0.14% |
42,570
-642
|
|
||
187
Smith & Nephew
SNN
$14.2B
| $4.58M | 0.14% |
126,221
+5,169
|
|
||
|
B
188
Barrick Mining
B
$71.7B
| $4.52M | 0.14% |
137,827
-64,697
|
|
||
189
Oracle
ORCL
$445B
| $4.49M | 0.14% |
15,978
+1,609
|
|
||
190
T-Mobile US
TMUS
$235B
| $4.49M | 0.14% |
18,746
-493
|
|
||
191
Kinder Morgan
KMI
$74B
| $4.46M | 0.13% |
157,611
-3,051
|
|
||
192
Nu Holdings
NU
$69.2B
| $4.46M | 0.13% |
278,284
+33,333
|
|
||
193
Doximity
DOCS
$4.6B
| $4.4M | 0.13% |
60,125
-742
|
|
||
194
Ambev
ABEV
$45.3B
| $4.38M | 0.13% |
1,963,724
+76,787
|
|
||
195
Cigna
CI
$69.4B
| $4.37M | 0.13% |
15,153
-33,693
|
|
||
196
Coca-Cola Europacific Partners
CCEP
$45B
| $4.35M | 0.13% |
48,083
-1,427
|
|
||
197
Builders FirstSource
BLDR
$10B
| $4.3M | 0.13% |
35,431
+355
|
|
||
198
NiSource
NI
$22.6B
| $4.25M | 0.13% |
98,157
-2,255
|
|
||
199
ICICI Bank
IBN
$98.1B
| $4.17M | 0.13% |
137,857
+6,368
|
|
||
200
Enova International
ENVA
$3.43B
| $4.17M | 0.13% |
36,209
-1,230
|
|