MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.66B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.1M
3
+$10.1M
4
EMN icon
Eastman Chemical
EMN
+$8.48M
5
BN icon
Brookfield
BN
+$8.32M

Top Sells

1
+$9.85M
2
+$8.78M
3
+$8.17M
4
MA icon
Mastercard
MA
+$7.41M
5
MIDD icon
Middleby
MIDD
+$4.66M

Sector Composition

1 Consumer Discretionary 16.66%
2 Technology 16.01%
3 Healthcare 12.24%
4 Financials 8.7%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 1.22%
+413,834
27
$18.9M 1.22%
323,516
-45,844
28
$17.3M 1.11%
87,785
-8,236
29
$17.2M 1.11%
188,871
-2,390
30
$17.2M 1.1%
165,413
+26,470
31
$17.1M 1.1%
+825,712
32
$16M 1.03%
112,063
+35,536
33
$15.7M 1.01%
139,297
-1,541
34
$14.2M 0.92%
192,164
-472
35
$13.4M 0.86%
70,779
-16,375
36
$13.3M 0.86%
205,220
-5,860
37
$13.2M 0.85%
85,548
-1,743
38
$12.1M 0.78%
195,204
-428
39
$11.6M 0.75%
625,330
-5,679
40
$11.5M 0.74%
242,384
+588
41
$11.3M 0.73%
240,573
+5,040
42
$11.3M 0.73%
469,504
+232,973
43
$11.3M 0.72%
467,267
+232,436
44
$10.5M 0.68%
508,613
-8,351
45
$10.1M 0.65%
174,020
+3,300
46
$9.97M 0.64%
129,776
+1,176
47
$9.6M 0.62%
323,636
+384
48
$9.25M 0.6%
464,521
+3,094
49
$8.93M 0.57%
40,137
-15
50
$8.91M 0.57%
160,293
+628
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