MWM
Moran Wealth Management Portfolio holdings
AUM
$3.32B
1-Year Est. Return
16.99%
1 Year Est. Return
+16.99%
AUM
$3.23B
AUM Growth
+$253M
(+8.5%)
Holding
518
Top Buys
| 1 | +$18.8M | |
| 2 | +$18.6M | |
| 3 | +$16.6M | |
| 4 |
Colgate-Palmolive
CL
|
+$14.5M |
| 5 |
Cincinnati Financial
CINF
|
+$14.1M |
Top Sells
| 1 | +$21.8M | |
| 2 | +$18.8M | |
| 3 | +$16M | |
| 4 |
DFS
Discover Financial Services
DFS
|
+$14.5M |
| 5 |
Evercore
EVR
|
+$14.4M |
Sector Composition
| 1 | Technology | 23.26% |
| 2 | Industrials | 17.41% |
| 3 | Financials | 14.73% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Healthcare | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Fresenius Medical Care
FMS
$13.7B
| $4.27M | 0.13% |
149,551
+2,031
|
|
||
202
SEI Investments
SEIC
$10.2B
| $4.24M | 0.13% |
+47,238
|
|
||
203
Diageo
DEO
$53.2B
| $4.24M | 0.13% |
42,017
+2,598
|
|
||
|
B
204
Barrick Mining
B
$60B
| $4.22M | 0.13% |
202,524
-13,670
|
|
||
205
Exelixis
EXEL
$10.9B
| $4.2M | 0.13% |
95,312
+2,040
|
|
||
206
Enova International
ENVA
$3.17B
| $4.18M | 0.13% |
37,439
-2,406
|
|
||
207
TopBuild
BLD
$12.1B
| $4.15M | 0.13% |
12,807
-1,546
|
|
||
208
Euronet Worldwide
EEFT
$3.03B
| $4.11M | 0.13% |
40,531
-3,369
|
|
||
209
Builders FirstSource
BLDR
$11.9B
| $4.09M | 0.13% |
35,076
+4,472
|
|
||
210
Cabot Corp
CBT
$3.24B
| $4.08M | 0.13% |
54,381
-6,353
|
|
||
211
Unifirst Corp
UNF
$2.77B
| $4.06M | 0.13% |
21,547
-1,535
|
|
||
212
NiSource
NI
$20.6B
| $4.05M | 0.12% |
100,412
+2,942
|
|
||
213
Netflix
NFLX
$473B
| $4.03M | 0.12% |
3,013
+273
|
|
||
214
CONMED
CNMD
$1.37B
| $4.02M | 0.12% |
77,201
-6,075
|
|
||
215
O'Reilly Automotive
ORLY
$82.7B
| $3.89M | 0.12% |
43,212
+2,847
|
|
||
216
Diamondback Energy
FANG
$41.5B
| $3.87M | 0.12% |
28,140
-1,090
|
|
||
217
Andersons Inc
ANDE
$1.72B
| $3.83M | 0.12% |
104,333
-8,360
|
|
||
218
Generac Holdings
GNRC
$9.21B
| $3.83M | 0.12% |
26,758
+2,338
|
|
||
219
AptarGroup
ATR
$7.59B
| $3.83M | 0.12% |
24,494
+854
|
|
||
220
Uber
UBER
$195B
| $3.81M | 0.12% |
40,823
+7,454
|
|
||
221
Henry Schein
HSIC
$8.57B
| $3.74M | 0.12% |
51,179
-6,893
|
|
||
222
Doximity
DOCS
$10B
| $3.73M | 0.12% |
60,867
-314
|
|
||
223
Smith & Nephew
SNN
$14.1B
| $3.71M | 0.11% |
121,052
+3,667
|
|
||
224
Toll Brothers
TOL
$13B
| $3.69M | 0.11% |
32,312
-3,631
|
|
||
225
Apogee Enterprises
APOG
$740M
| $3.67M | 0.11% |
90,381
-5,036
|
|