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
$2.23B
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$12.2M
3
+$11M
4
ICLR icon
Icon
ICLR
+$10.5M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$6.8M

Top Sells

1
+$28.4M
2
+$24.1M
3
+$7.73M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$7.42M
5
SIVB
SVB Financial Group
SIVB
+$5.64M

Sector Composition

1 Technology 20.3%
2 Consumer Discretionary 15.84%
3 Financials 12.22%
4 Communication Services 11.39%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.2M 0.68%
603,974
+10,042
52
$14.4M 0.65%
107,914
-848
53
$14.2M 0.64%
79,524
-627
54
$14.2M 0.64%
77,923
-1,210
55
$12.9M 0.58%
26,228
-11,422
56
$12.4M 0.56%
48,564
+1,909
57
$12M 0.54%
335,160
-2,830
58
$11.7M 0.52%
346,414
+144
59
$11.5M 0.52%
67,058
+2,161
60
$11.4M 0.51%
84,513
-684
61
$11.3M 0.51%
26,599
-222
62
$11.2M 0.51%
49,572
+26
63
$11.1M 0.5%
329,754
-2,745
64
$11M 0.49%
+22,040
65
$11M 0.49%
185,309
+352
66
$10.9M 0.49%
40,116
-613
67
$10.7M 0.48%
63,674
-494
68
$10.5M 0.47%
+53,595
69
$10.5M 0.47%
9,226
+415
70
$10.5M 0.47%
78,696
-591
71
$10.2M 0.46%
92,911
-774
72
$10.2M 0.46%
113,596
+254
73
$9.86M 0.44%
74,504
-592
74
$9.17M 0.41%
282,963
-5,930
75
$9.16M 0.41%
93,459
+2,990
1 2
3
4 5