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
$1.6B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$9.51M
3
+$5.54M
4
TSCO icon
Tractor Supply
TSCO
+$5.1M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.8M

Top Sells

1
+$16.5M
2
+$9.23M
3
+$8.18M
4
BKNG icon
Booking.com
BKNG
+$6.14M
5
SIVB
SVB Financial Group
SIVB
+$5.59M

Sector Composition

1 Technology 19.61%
2 Consumer Discretionary 15.22%
3 Financials 10.99%
4 Communication Services 8.91%
5 Real Estate 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.2M 0.64%
20,475
+307
52
$9.92M 0.62%
115,025
+4,428
53
$9.43M 0.59%
129,780
+3,663
54
$9.08M 0.57%
76,933
-1,137
55
$9.06M 0.57%
52,937
-1,801
56
$9M 0.56%
45,287
+166
57
$8.86M 0.55%
24,970
+224
58
$8.76M 0.55%
312,365
+1,846
59
$8.52M 0.53%
181,295
+108,505
60
$8.5M 0.53%
67,705
+30,232
61
$8.39M 0.52%
22,298
-6,217
62
$8.29M 0.52%
328,910
-6,152
63
$8.22M 0.51%
304,866
-3,920
64
$8.18M 0.51%
42,179
-778
65
$7.66M 0.48%
52,624
+221
66
$7.65M 0.48%
114,780
+6,122
67
$7.65M 0.48%
69,590
+521
68
$7.3M 0.46%
124,333
+168
69
$7.17M 0.45%
144,784
+3,368
70
$6.45M 0.4%
21,216
+152
71
$6.31M 0.39%
79,189
+477
72
$6.23M 0.39%
181,710
-2,102
73
$6.13M 0.38%
100,069
-883
74
$6.1M 0.38%
60,936
+1,467
75
$5.88M 0.37%
116,465
+184
1 2
3
4 5