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
$1.7B
AUM Growth
+$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.3M
3
+$9.92M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$8.2M
5
WAT icon
Waters Corp
WAT
+$7.26M

Top Sells

1
+$20.5M
2
+$15.7M
3
+$12.6M
4
PEN icon
Penumbra
PEN
+$10.4M
5
ABB
ABB Ltd
ABB
+$6.23M

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 13.87%
3 Financials 12.6%
4 Communication Services 9.74%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.6%
147,393
-83,277
52
$9.79M 0.58%
68,476
-7,275
53
$9.24M 0.54%
76,336
-597
54
$9.08M 0.54%
310,068
-2,297
55
$9.06M 0.53%
307,802
+2,936
56
$8.72M 0.51%
69,059
-531
57
$8.63M 0.51%
51,415
-1,522
58
$8.56M 0.5%
338,708
+9,798
59
$8.52M 0.5%
230,839
+161,753
60
$8.33M 0.49%
147,484
-15,270
61
$8.29M 0.49%
44,968
-319
62
$8.2M 0.48%
+141,347
63
$8.13M 0.48%
78,567
-622
64
$8.13M 0.48%
52,210
-414
65
$8.05M 0.47%
143,827
-957
66
$8M 0.47%
181,150
-145
67
$7.79M 0.46%
112,443
-2,582
68
$7.75M 0.46%
122,957
-1,376
69
$7.71M 0.45%
67,804
+99
70
$7.26M 0.43%
+27,242
71
$7.26M 0.43%
115,624
-841
72
$7.11M 0.42%
+230,405
73
$7.11M 0.42%
111,896
-2,884
74
$6.94M 0.41%
+14,798
75
$6.91M 0.41%
312,454
-3,221
1 2
3
4 5