MWM
Moran Wealth Management Portfolio holdings
AUM
$3.27B
1-Year Est. Return
25.8%
This Fund
S&P 500
1 Year Est. Return
+25.8%
AUM
$3.27B
AUM Growth
+$4.12M
(+0.13%)
Holding
571
Top Buys
| 1 | +$42.2M | |
| 2 | +$12.9M | |
| 3 | +$12.7M | |
| 4 |
Casey's General Stores
CASY
|
+$12.1M |
| 5 |
Williams Companies
WMB
|
+$11.5M |
Top Sells
| 1 | +$23.9M | |
| 2 | +$21.6M | |
| 3 | +$15.2M | |
| 4 |
Progressive
PGR
|
+$12.7M |
| 5 |
W.R. Berkley
WRB
|
+$12.1M |
Sector Composition
| 1 | Technology | 21.98% |
| 2 | Industrials | 17.58% |
| 3 | Financials | 12.42% |
| 4 | Healthcare | 9.38% |
| 5 | Consumer Discretionary | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Stryker
SYK
$113B
| $4.86M | 0.15% |
14,779
-477
|
|
||
202
SAP
SAP
$211B
| $4.79M | 0.15% |
27,971
+6,498
|
|
||
203
IBM
IBM
$287B
| $4.77M | 0.15% |
19,672
+118
|
|
||
204
United States Lime & Minerals
USLM
$3.05B
| $4.71M | 0.14% |
36,086
+27,344
|
|
||
205
Enerpac Tool Group
EPAC
$1.7B
| $4.66M | 0.14% |
+127,912
|
|
||
206
Wheaton Precious Metals
WPM
$56.7B
| $4.66M | 0.14% |
35,576
+5,617
|
|
||
207
NiSource
NI
$21.8B
| $4.59M | 0.14% |
98,469
-77
|
|
||
208
Hamilton Lane
HLNE
$3.53B
| $4.59M | 0.14% |
46,170
-648
|
|
||
209
PROG Holdings
PRG
$1.37B
| $4.57M | 0.14% |
159,334
+35,013
|
|
||
210
On Holding
ONON
$13.1B
| $4.55M | 0.14% |
133,788
+126,693
|
|
||
211
Credo Technology Group
CRDO
$39.6B
| $4.53M | 0.14% |
+48,269
|
|
||
212
Cameco
CCJ
$49.9B
| $4.45M | 0.14% |
40,994
+5,553
|
|
||
213
Jones Lang LaSalle
JLL
$13.4B
| $4.4M | 0.13% |
+14,474
|
|
||
214
Coca-Cola Europacific Partners
CCEP
$40.9B
| $4.4M | 0.13% |
48,506
-66
|
|
||
215
Griffon
GFF
$3.95B
| $4.39M | 0.13% |
60,379
+8,121
|
|
||
216
Aecom
ACM
$9.31B
| $4.35M | 0.13% |
51,309
+13,233
|
|
||
217
Veeva Systems
VEEV
$29.2B
| $4.31M | 0.13% |
24,557
+1,680
|
|
||
218
Catalyst Pharmaceutical
CPRX
$3.83B
| $4.18M | 0.13% |
168,961
+137,791
|
|
||
219
AeroVironment
AVAV
$9.69B
| $4.18M | 0.13% |
+22,824
|
|
||
220
IES Holdings
IESC
$14.4B
| $4.15M | 0.13% |
8,719
+5,251
|
|
||
221
Hawkins
HWKN
$3.23B
| $4.14M | 0.13% |
26,944
+22,292
|
|
||
222
OneSpaWorld
OSW
$2.4B
| $4.14M | 0.13% |
180,220
+137,148
|
|
||
223
T-Mobile US
TMUS
$196B
| $4.12M | 0.13% |
19,630
+347
|
|
||
224
L3Harris
LHX
$56.5B
| $4.11M | 0.13% |
11,917
-63
|
|
||
225
Sea Limited
SE
$54.8B
| $4.09M | 0.13% |
49,368
+18,804
|
|