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
$1.55B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.1M
3
+$10.1M
4
EMN icon
Eastman Chemical
EMN
+$8.48M
5
BN icon
Brookfield
BN
+$8.32M

Top Sells

1
+$9.85M
2
+$8.78M
3
+$8.17M
4
MA icon
Mastercard
MA
+$7.41M
5
MIDD icon
Middleby
MIDD
+$4.66M

Sector Composition

1 Consumer Discretionary 16.66%
2 Technology 16.01%
3 Healthcare 12.24%
4 Financials 8.7%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.75M 0.56%
334,576
+6,946
52
$8.48M 0.55%
+111,717
53
$8.32M 0.54%
+333,075
54
$8.23M 0.53%
59,258
-135
55
$8.04M 0.52%
178,984
+4,360
56
$7.93M 0.51%
93,295
-41
57
$7.65M 0.49%
186,857
+3,882
58
$7.63M 0.49%
85,518
-35,046
59
$7.41M 0.48%
460,672
-2,604
60
$7.33M 0.47%
117,453
+2,655
61
$7.26M 0.47%
127,915
-240
62
$7.24M 0.47%
51,049
-127
63
$7.09M 0.46%
331,324
+1,030
64
$6.9M 0.44%
65,593
-165
65
$6.77M 0.44%
304,003
+1,482
66
$6.72M 0.43%
80,044
+2,027
67
$6.72M 0.43%
193,378
-8,324
68
$6.69M 0.43%
109,705
+2,280
69
$6.54M 0.42%
86,888
-80
70
$6.47M 0.42%
54,844
+2,237
71
$6.28M 0.4%
49,041
+12,169
72
$6.08M 0.39%
+140,187
73
$5.82M 0.37%
66,877
-167
74
$5.75M 0.37%
+234,541
75
$5.58M 0.36%
123,514
+15,263
1 2
3
4 5