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
$3.26B
AUM Growth
-$54.8M
(-1.7%)
Holding
545
Top Buys
| 1 | +$17.8M | |
| 2 | +$11.3M | |
| 3 | +$10M | |
| 4 |
Fortinet
FTNT
|
+$9.33M |
| 5 |
SBA Communications
SBAC
|
+$9.02M |
Top Sells
| 1 | +$57.4M | |
| 2 | +$28.8M | |
| 3 | +$23.5M | |
| 4 |
Hershey
HSY
|
+$17.2M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$14.7M |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Industrials | 17.27% |
| 3 | Financials | 13.94% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Healthcare | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Comcast
CMCSA
$107B
| $5.04M | 0.15% |
168,595
+13,050
|
|
||
202
Nu Holdings
NU
$74.6B
| $5.03M | 0.15% |
300,413
+22,129
|
|
||
203
Dynatrace
DT
$10.6B
| $5.01M | 0.15% |
115,579
-6,544
|
|
||
204
Simpson Manufacturing
SSD
$7.26B
| $4.93M | 0.15% |
30,514
-402
|
|
||
205
Automatic Data Processing
ADP
$80.7B
| $4.92M | 0.15% |
19,136
+1,502
|
|
||
206
Abercrombie & Fitch
ANF
$4.24B
| $4.82M | 0.15% |
38,272
-2,093
|
|
||
207
Jack Henry & Associates
JKHY
$11.1B
| $4.72M | 0.14% |
25,857
+22,016
|
|
||
208
UFP Industries
UFPI
$5.44B
| $4.71M | 0.14% |
51,703
-2,373
|
|
||
209
Brown-Forman Class B
BF.B
$13.4B
| $4.6M | 0.14% |
176,436
+44,222
|
|
||
210
Smith & Nephew
SNN
$14.7B
| $4.59M | 0.14% |
139,987
+13,766
|
|
||
211
ICICI Bank
IBN
$103B
| $4.58M | 0.14% |
153,800
+15,943
|
|
||
212
Diageo
DEO
$45.5B
| $4.48M | 0.14% |
51,945
+8,320
|
|
||
213
Factset
FDS
$8.48B
| $4.46M | 0.14% |
+15,363
|
|
||
214
Ingredion
INGR
$7.27B
| $4.43M | 0.14% |
40,211
-5,370
|
|
||
215
Coca-Cola Europacific Partners
CCEP
$44B
| $4.41M | 0.14% |
48,572
+489
|
|
||
216
Kinder Morgan
KMI
$71.2B
| $4.35M | 0.13% |
158,151
+540
|
|
||
217
Prologis
PLD
$135B
| $4.31M | 0.13% |
33,787
+522
|
|
||
218
NiSource
NI
$23.1B
| $4.12M | 0.13% |
98,546
+389
|
|
||
219
Encompass Health
EHC
$10.6B
| $4.05M | 0.12% |
38,111
+72
|
|
||
220
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.89B
| $4.01M | 0.12% |
90,123
+10,854
|
|
||
221
Unifirst Corp
UNF
$4.76B
| $3.98M | 0.12% |
20,642
-928
|
|
||
222
T-Mobile US
TMUS
$218B
| $3.92M | 0.12% |
19,283
+537
|
|
||
223
Sea Limited
SE
$54.1B
| $3.9M | 0.12% |
30,564
+23,594
|
|
||
224
O'Reilly Automotive
ORLY
$78.4B
| $3.86M | 0.12% |
42,271
-299
|
|
||
225
Griffon
GFF
$4.09B
| $3.85M | 0.12% |
52,258
+25,790
|
|