MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.43M
3
+$2.28M
4
CMP icon
Compass Minerals
CMP
+$2.22M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.53M

Top Sells

1
+$12.3M
2
+$11.3M
3
+$3.51M
4
BRG
BG GROUP PLC ADS(RP 5 ORD SHS)
BRG
+$3.04M
5
ATVI
Activision Blizzard
ATVI
+$2.23M

Sector Composition

1 Consumer Discretionary 23.25%
2 Communication Services 12.62%
3 Technology 9.23%
4 Healthcare 6.52%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.2%
139,646
+4,364
27
$9.13M 1.07%
47,182
+7,419
28
$7.86M 0.92%
500,655
+18,721
29
$7.69M 0.91%
199,224
+6,930
30
$7.27M 0.86%
115,900
+3,007
31
$7M 0.82%
288,913
+12,207
32
$6.94M 0.82%
92,513
+4,218
33
$6.81M 0.8%
114,870
+963
34
$6.79M 0.8%
61,803
+2,183
35
$6.74M 0.79%
166,513
+56,320
36
$6.5M 0.77%
7,290
+244
37
$6.09M 0.72%
235,835
+7,052
38
$6.01M 0.71%
235,853
+7,056
39
$5.99M 0.71%
328,365
-3,810
40
$5.97M 0.7%
124,601
+11,360
41
$5.8M 0.68%
240,253
+7,214
42
$5.8M 0.68%
117,793
+5,998
43
$5.53M 0.65%
146,359
-36,813
44
$5.46M 0.64%
133,374
-688
45
$5.36M 0.63%
53,968
+2,068
46
$5.35M 0.63%
225,400
+6,137
47
$5.33M 0.63%
122,233
+11,611
48
$5.24M 0.62%
76,260
+2,780
49
$5.16M 0.61%
43,784
+1,169
50
$5.13M 0.6%
79,562
+6,875
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