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
$1.59B
AUM Growth
-$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.5M
3
+$10.3M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.13M
5
UPS icon
United Parcel Service
UPS
+$4.16M

Top Sells

1
+$26.8M
2
+$20.8M
3
+$19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.8M
5
MDT icon
Medtronic
MDT
+$12.3M

Sector Composition

1 Technology 19.47%
2 Consumer Discretionary 12.66%
3 Financials 10.9%
4 Communication Services 8.37%
5 Real Estate 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.59M 0.6%
114,381
+47,891
52
$9.54M 0.6%
308,895
-1,229
53
$9.34M 0.59%
19,484
-279
54
$9.21M 0.58%
52,672
-214
55
$9M 0.57%
115,020
-760
56
$8.76M 0.55%
313,114
-1,808
57
$8.55M 0.54%
29,003
-510
58
$8.39M 0.53%
172,984
-5,843
59
$8.32M 0.52%
60,869
-18,843
60
$8.28M 0.52%
24,889
-118
61
$7.94M 0.5%
437,762
-2,286
62
$7.89M 0.5%
45,242
-243
63
$7.8M 0.49%
69,716
-345
64
$7.66M 0.48%
188,992
-11,333
65
$7.63M 0.48%
124,343
-448
66
$7.42M 0.47%
40,642
+22,769
67
$6.17M 0.39%
106,073
-3,547
68
$6.14M 0.39%
144,488
-921
69
$5.92M 0.37%
21,129
-102
70
$5.91M 0.37%
79,111
-364
71
$5.64M 0.35%
197,182
-902
72
$5.62M 0.35%
59,507
-366
73
$5.57M 0.35%
383,554
-17,890
74
$5.48M 0.34%
58,007
-1,501
75
$5.19M 0.33%
73,554
-437
1 2
3
4 5