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
$849M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.43M
3
+$2.28M
4
CMP icon
Compass Minerals
CMP
+$2.22M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.53M

Top Sells

1
+$12.3M
2
+$11.3M
3
+$3.51M
4
BRG
BG GROUP PLC ADS(RP 5 ORD SHS)
BRG
+$3.04M
5
ATVI
Activision Blizzard
ATVI
+$2.23M

Sector Composition

1 Consumer Discretionary 23.25%
2 Communication Services 12.62%
3 Technology 9.23%
4 Healthcare 6.52%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.11M 0.6%
416,792
+6,532
52
$4.67M 0.55%
62,583
+5,343
53
$4.58M 0.54%
71,787
+6,679
54
$4.57M 0.54%
72,849
-979
55
$4.4M 0.52%
90,967
+2,282
56
$4.32M 0.51%
164,955
+15,175
57
$4.32M 0.51%
298,969
+28,050
58
$4.16M 0.49%
76,736
+1,198
59
$4.1M 0.48%
84,136
+7,640
60
$4.02M 0.47%
197,367
+19,464
61
$3.85M 0.45%
232,595
+7,483
62
$3.81M 0.45%
24,183
+877
63
$3.78M 0.45%
309,640
+28,855
64
$3.74M 0.44%
152,144
+4,857
65
$3.63M 0.43%
94,168
+8,048
66
$3.58M 0.42%
177,988
+15,327
67
$3.53M 0.42%
66,807
+5,908
68
$3.49M 0.41%
217,391
+19,301
69
$3.33M 0.39%
29,659
+2,591
70
$3.31M 0.39%
127,957
+263
71
$3.3M 0.39%
311,123
+28,518
72
$3.29M 0.39%
213,464
+19,484
73
$3.25M 0.38%
42,174
+4,054
74
$3.16M 0.37%
42,518
+3,692
75
$3.16M 0.37%
308,760
+10,730
1 2
3
4 5