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
$1.59B
AUM Growth
-$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.5M
3
+$10.3M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.13M
5
UPS icon
United Parcel Service
UPS
+$4.16M

Top Sells

1
+$26.8M
2
+$20.8M
3
+$19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.8M
5
MDT icon
Medtronic
MDT
+$12.3M

Sector Composition

1 Technology 19.47%
2 Consumer Discretionary 12.66%
3 Financials 10.9%
4 Communication Services 8.37%
5 Real Estate 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.6M 1.23%
815,828
-868,929
27
$18M 1.13%
400,404
-13,328
28
$18M 1.13%
302,803
-10,069
29
$17.5M 1.1%
83,613
-2,713
30
$17.5M 1.1%
445,509
-27,954
31
$16.8M 1.05%
179,874
-6,729
32
$16.5M 1.04%
254,137
-11,578
33
$14.9M 0.94%
58,092
-13,184
34
$14.9M 0.94%
246,849
-4,285
35
$14.3M 0.9%
787,216
-44,207
36
$14.2M 0.89%
670,306
-157,000
37
$13.4M 0.84%
489,308
-16,412
38
$12.7M 0.8%
728,340
-17,300
39
$12.5M 0.78%
45,694
-605
40
$12M 0.75%
480,678
-29,530
41
$11.7M 0.73%
152,862
-9,021
42
$11.6M 0.73%
208,678
-7,032
43
$11.5M 0.72%
208,148
-7,009
44
$11.2M 0.7%
8,676
-127
45
$11.1M 0.7%
100,971
-504
46
$11.1M 0.7%
136,208
-4,504
47
$10.5M 0.66%
+116,003
48
$10.2M 0.64%
89,143
-4,330
49
$9.97M 0.63%
80,410
-85,478
50
$9.69M 0.61%
24,525
-115
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2
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