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
$2.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

1 +$43.5M
2 +$23M
3 +$11.5M
4
EMN icon
Eastman Chemical
EMN
+$10.2M
5
MA icon
Mastercard
MA
+$7.55M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 16.39%
3 Financials 12.49%
4 Communication Services 11.85%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$28.3M 1.19%
110,231
-389
27
$27.8M 1.17%
487,482
-3,156
28
$26.7M 1.12%
165,161
-1,848
29
$24.7M 1.04%
430,546
+1,813
30
$24.1M 1.01%
584,626
-1,718
31
$24M 1.01%
325,596
+1,369
32
$23.8M 1%
115,060
+61,465
33
$23.8M 1%
447,039
+107,905
34
$23.3M 0.98%
183,207
-2,075
35
$22.9M 0.96%
168,095
-1,817
36
$22.4M 0.94%
90,703
-990
37
$22.1M 0.93%
81,597
-7,093
38
$21.7M 0.91%
233,497
-2,288
39
$20.6M 0.87%
150,545
-1,520
40
$20.1M 0.84%
240,510
-3,811
41
$19.2M 0.81%
263,209
+1,090
42
$18.6M 0.78%
166,589
-798
43
$17.8M 0.75%
387,219
-127,211
44
$17.6M 0.74%
146,453
+609
45
$17.6M 0.74%
177,188
-1,584
46
$17.4M 0.73%
818,162
+16,025
47
$17.4M 0.73%
358,660
-3,204
48
$16.4M 0.69%
223,970
+806
49
$15.4M 0.65%
78,881
-643
50
$15.3M 0.64%
106,959
-955