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
$1.1B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.58M
3
+$6.24M
4
PYPL icon
PayPal
PYPL
+$5.66M
5
NVO icon
Novo Nordisk
NVO
+$4.88M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$13.4M
4
MIDD icon
Middleby
MIDD
+$8.54M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.31M

Sector Composition

1 Consumer Discretionary 17.47%
2 Technology 14.16%
3 Communication Services 10.36%
4 Healthcare 9.56%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.24M 0.57%
247,444
+8,020
52
$5.91M 0.54%
371,901
+32,179
53
$5.81M 0.53%
80,931
+2,753
54
$5.71M 0.52%
131,216
+6,498
55
$5.61M 0.51%
82,710
+4,094
56
$5.48M 0.5%
251,710
+19,799
57
$5.4M 0.49%
30,719
+2,454
58
$5.27M 0.48%
251,157
+12,428
59
$5.05M 0.46%
76,679
+26,892
60
$5.03M 0.46%
462,400
-11,324
61
$4.93M 0.45%
95,120
+7,482
62
$4.93M 0.45%
100,885
-4,194
63
$4.88M 0.44%
+227,516
64
$4.63M 0.42%
317,505
-5,625
65
$4.58M 0.42%
45,257
+2,239
66
$4.57M 0.41%
140,481
+11,236
67
$4.54M 0.41%
+66,413
68
$4.53M 0.41%
28,310
-1,770
69
$4.37M 0.4%
45,729
+3,657
70
$4.34M 0.39%
226,147
+28,341
71
$4.28M 0.39%
65,604
+5,141
72
$4.24M 0.38%
50,424
+3,935
73
$4.18M 0.38%
25,168
+3,172
74
$4.16M 0.38%
307,575
+23,979
75
$4.03M 0.37%
39,077
+3,126
1 2
3
4 5