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MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$884M
1-Year Est. Return
5.86%
This Fund
S&P 500
This Quarter
Est. Return
-6.77%
1 Year Est. Return
+5.86%
3 Year Est. Return
+52.38%
5 Year Est. Return
+57.67%
10 Year Est. Return
+343.03%
AUM
$884M
AUM Growth
-$405M
(-31%)
Cap. Flow
-$311M
Cap. Flow
% of AUM
-35.17%
Top 10 Holdings %
Top 10 Hldgs %
29.22%
Holding
130
New
2
Increased
3
Reduced
117
Closed
6
Top Buys
| 1 |
ServiceNow
NOW
|
+$6.68M |
| 2 |
RELX
RELX
|
+$3.57M |
| 3 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$2.96M |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$1.15M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$314 |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$30.5M |
| 2 |
Amazon
AMZN
|
+$15.8M |
| 3 |
Meta Platforms (Facebook)
META
|
+$12M |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$9.91M |
| 5 |
Mercado Libre
MELI
|
+$8.63M |
Sector Composition
| 1 | Technology | 14.65% |
| 2 | Healthcare | 13.14% |
| 3 | Consumer Discretionary | 11.26% |
| 4 | Communication Services | 11.1% |
| 5 | Financials | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
CoStar Group
CSGP
$12.4B
| $6.17M | 0.7% |
153,002
-50,446
| -25% | -$2.63M |
|
52
Hexcel
HXL
$7.67B
| $5.95M | 0.67% |
73,520
-25,754
| -26% | -$2.17M |
|
53
Toast
TOST
$17.6B
| $5.9M | 0.67% |
222,570
-78,029
| -26% | -$2.33M |
|
54
Cellebrite
CLBT
$3.95B
| $5.69M | 0.64% |
412,864
-151,972
| -27% | -$2.29M |
|
55
iShares Core MSCI Europe ETF
IEUR
$8.71B
| $5.65M | 0.64% |
80,414
-31,505
| -28% | -$2.3M |
|
|
AXON
56
Axon Enterprise
AXON
$43.7B
| $5.49M | 0.62% |
12,926
-4,589
| -26% | -$2.38M |
|
57
Rentokil
RTO
$15.3B
| $5.46M | 0.62% |
173,479
-68,239
| -28% | -$2.15M |
|
58
Howard Hughes
HHH
$4.3B
| $5.45M | 0.62% |
86,126
-32,297
| -27% | -$2.42M |
|
59
HealthEquity
HQY
$8.25B
| $5.41M | 0.61% |
64,752
-22,419
| -26% | -$1.84M |
|
60
Waters Corp
WAT
$37.1B
| $5.23M | 0.59% |
17,577
-6,631
| -27% | -$2.27M |
|
|
QXO
61
QXO Inc
QXO
$16B
| $5M | 0.57% |
257,718
-90,143
| -26% | -$2.06M |
|
62
STAG Industrial
STAG
$8.04B
| $5M | 0.57% |
138,756
-48,952
| -26% | -$1.86M |
|
63
Herc Holdings
HRI
$5.11B
| $4.9M | 0.55% |
49,241
-16,944
| -26% | -$2.42M |
|
64
American Tower
AMT
$78.7B
| $4.8M | 0.54% |
27,840
-9,977
| -26% | -$1.8M |
|
65
Watsco Inc
WSO
$15.9B
| $4.73M | 0.53% |
12,992
-4,801
| -27% | -$1.86M |
|
66
Ultragenyx Pharmaceutical
RARE
$2.98B
| $4.67M | 0.53% |
222,981
-74,505
| -25% | -$1.68M |
|
67
TSMC
TSM
$2.13T
| $4.61M | 0.52% |
13,640
-9,029
| -40% | -$3.11M |
|
68
Aon
AON
$78.7B
| $4.53M | 0.51% |
14,022
-5,835
| -29% | -$1.94M |
|
69
GXO Logistics
GXO
$6.28B
| $4.5M | 0.51% |
86,775
-29,829
| -26% | -$1.71M |
|
70
Brookfield Asset Management
BAM
$79.2B
| $4.4M | 0.5% |
98,935
-55,296
| -36% | -$2.7M |
|
71
SiteOne Landscape Supply
SITE
$4.78B
| $4.32M | 0.49% |
32,455
-11,141
| -26% | -$1.57M |
|
72
Old Dominion Freight Line
ODFL
$49.3B
| $4.26M | 0.48% |
21,791
-8,526
| -28% | -$1.59M |
|
73
Regeneron Pharmaceuticals
REGN
$71.2B
| $4.24M | 0.48% |
5,485
-2,307
| -30% | -$1.77M |
|
74
Guidewire Software
GWRE
$12.4B
| $3.98M | 0.45% |
26,642
-9,283
| -26% | -$1.41M |
|
75
Canadian National Railway
CNI
$77.8B
| $3.97M | 0.45% |
38,601
-13,436
| -26% | -$1.39M |
|
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