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
$2.23B
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$12.2M
3
+$11M
4
ICLR icon
Icon
ICLR
+$10.5M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$6.8M

Top Sells

1
+$28.4M
2
+$24.1M
3
+$7.73M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$7.42M
5
SIVB
SVB Financial Group
SIVB
+$5.64M

Sector Composition

1 Technology 20.3%
2 Consumer Discretionary 15.84%
3 Financials 12.22%
4 Communication Services 11.39%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.5M 1.15%
475,218
-5,148
27
$24.7M 1.11%
324,227
+782
28
$23.6M 1.06%
514,430
+15,787
29
$23.3M 1.05%
110,620
+285
30
$23.1M 1.04%
428,733
+959
31
$23.1M 1.04%
1,059,403
+33,210
32
$23M 1.03%
1,086,777
+33,985
33
$22.9M 1.03%
1,058,720
+31,447
34
$21.4M 0.96%
235,785
+623
35
$20.9M 0.94%
586,344
+1,477
36
$20.9M 0.94%
88,690
+2,306
37
$20.6M 0.93%
174,444
+482
38
$20.6M 0.93%
169,912
-1,245
39
$20.4M 0.92%
262,119
+653
40
$20.3M 0.91%
185,282
-1,452
41
$18.6M 0.83%
152,065
+4,624
42
$18.4M 0.83%
244,321
-2,560
43
$18.3M 0.82%
167,387
+1,929
44
$17.8M 0.8%
91,693
-352
45
$17.3M 0.78%
145,844
+197
46
$17.2M 0.77%
178,772
-1,416
47
$16.6M 0.75%
802,137
+24,367
48
$15.5M 0.7%
223,164
-110,943
49
$15.5M 0.7%
339,134
+85,486
50
$15.4M 0.69%
361,864
-3,015
1
2
3 4 5