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
$3.32B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$28.8M
3
+$23.8M
4
MRK icon
Merck
MRK
+$18M
5
KLAC icon
KLA
KLAC
+$14M

Top Sells

1
+$17.6M
2
+$17M
3
+$16.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CINF icon
Cincinnati Financial
CINF
+$14.7M

Sector Composition

1 Technology 24.19%
2 Industrials 16.9%
3 Financials 12.48%
4 Consumer Discretionary 9.05%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEO icon
201
Diageo
DEO
$51B
$4.16M 0.13%
43,625
+1,608
FMS icon
202
Fresenius Medical Care
FMS
$13.8B
$4.16M 0.13%
158,024
+8,473
MOH icon
203
Molina Healthcare
MOH
$7.5B
$4.11M 0.12%
21,482
-40,195
ELV icon
204
Elevance Health
ELV
$73.5B
$4.1M 0.12%
12,677
-6,755
FIS icon
205
Fidelity National Information Services
FIS
$34.6B
$4.06M 0.12%
61,579
+3,803
RPRX icon
206
Royalty Pharma
RPRX
$16.9B
$4.01M 0.12%
113,764
+29,231
ANDE icon
207
Andersons Inc
ANDE
$1.78B
$4M 0.12%
100,392
-3,941
CBT icon
208
Cabot Corp
CBT
$3.38B
$3.97M 0.12%
52,158
-2,223
SEIC icon
209
SEI Investments
SEIC
$9.79B
$3.9M 0.12%
45,963
-1,275
APOG icon
210
Apogee Enterprises
APOG
$796M
$3.88M 0.12%
88,946
-1,435
ICE icon
211
Intercontinental Exchange
ICE
$88.6B
$3.84M 0.12%
22,781
+18,605
AIT icon
212
Applied Industrial Technologies
AIT
$9.71B
$3.84M 0.12%
14,693
-244
PLD icon
213
Prologis
PLD
$120B
$3.81M 0.11%
33,265
-632
YELP icon
214
Yelp
YELP
$1.82B
$3.79M 0.11%
121,553
-6,945
ODFL icon
215
Old Dominion Freight Line
ODFL
$29.6B
$3.72M 0.11%
26,449
+23,597
BLD icon
216
TopBuild
BLD
$12.6B
$3.68M 0.11%
9,427
-3,380
CACI icon
217
CACI
CACI
$13.4B
$3.67M 0.11%
7,350
-75
TM icon
218
Toyota
TM
$257B
$3.65M 0.11%
19,109
+1,212
ATO icon
219
Atmos Energy
ATO
$27.5B
$3.65M 0.11%
21,380
-405
UNF icon
220
Unifirst Corp
UNF
$3.2B
$3.61M 0.11%
21,570
+23
LHX icon
221
L3Harris
LHX
$51.2B
$3.59M 0.11%
+11,759
BF.B icon
222
Brown-Forman Class B
BF.B
$14.1B
$3.58M 0.11%
132,214
+2,194
TDY icon
223
Teledyne Technologies
TDY
$23.3B
$3.58M 0.11%
6,104
-37
DIVO icon
224
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.6B
$3.53M 0.11%
79,269
+4,242
ECL icon
225
Ecolab
ECL
$76.7B
$3.53M 0.11%
+12,875
7 8
9
10 11