MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$15.1M
3 +$14M
4
RS icon
Reliance Steel & Aluminium
RS
+$11.8M
5
MDLZ icon
Mondelez International
MDLZ
+$11.1M

Top Sells

1 +$24.2M
2 +$22.4M
3 +$22.3M
4
JPM icon
JPMorgan Chase
JPM
+$21.8M
5
CHE icon
Chemed
CHE
+$18M

Sector Composition

1 Technology 21.18%
2 Industrials 18.76%
3 Financials 14.18%
4 Consumer Discretionary 10.58%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DEO icon
201
Diageo
DEO
$54.3B
$4.13M 0.14%
39,419
+1,992
IBN icon
202
ICICI Bank
IBN
$118B
$4.08M 0.14%
129,372
-2,867
ADP icon
203
Automatic Data Processing
ADP
$114B
$4.05M 0.14%
13,271
+10,794
MHK icon
204
Mohawk Industries
MHK
$7.91B
$4.02M 0.14%
+35,220
UNF icon
205
Unifirst Corp
UNF
$3.12B
$4.02M 0.14%
23,082
-865
SNX icon
206
TD Synnex
SNX
$12.5B
$3.99M 0.13%
38,396
+442
HSIC icon
207
Henry Schein
HSIC
$7.64B
$3.98M 0.13%
+58,072
NI icon
208
NiSource
NI
$20.4B
$3.91M 0.13%
97,470
+4,801
SEM icon
209
Select Medical
SEM
$1.66B
$3.89M 0.13%
232,908
+115,840
ORLY icon
210
O'Reilly Automotive
ORLY
$86.2B
$3.86M 0.13%
40,365
+37,815
ENVA icon
211
Enova International
ENVA
$2.72B
$3.85M 0.13%
+39,845
BLDR icon
212
Builders FirstSource
BLDR
$13.5B
$3.82M 0.13%
30,604
+1,979
TOL icon
213
Toll Brothers
TOL
$13.1B
$3.8M 0.13%
35,943
+1,269
ASML icon
214
ASML
ASML
$400B
$3.72M 0.13%
5,617
+45
BCC icon
215
Boise Cascade
BCC
$2.65B
$3.7M 0.12%
37,711
-1,709
VZ icon
216
Verizon
VZ
$171B
$3.7M 0.12%
81,525
-1,175
EXPE icon
217
Expedia Group
EXPE
$26.6B
$3.69M 0.12%
21,924
-3,912
FMS icon
218
Fresenius Medical Care
FMS
$15.9B
$3.67M 0.12%
147,520
-107,190
HBI icon
219
Hanesbrands
HBI
$2.44B
$3.66M 0.12%
633,604
-116,499
FLO icon
220
Flowers Foods
FLO
$2.69B
$3.64M 0.12%
191,278
+570
CPAY icon
221
Corpay
CPAY
$20.2B
$3.61M 0.12%
10,358
-4,261
DOCS icon
222
Doximity
DOCS
$12.7B
$3.55M 0.12%
61,181
-738
ATR icon
223
AptarGroup
ATR
$8.52B
$3.51M 0.12%
23,640
+1,586
ANF icon
224
Abercrombie & Fitch
ANF
$3.22B
$3.48M 0.12%
45,590
-3,817
FSS icon
225
Federal Signal
FSS
$7.32B
$3.46M 0.12%
47,037
+2,286