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
$849M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.43M
3
+$2.28M
4
CMP icon
Compass Minerals
CMP
+$2.22M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.53M

Top Sells

1
+$12.3M
2
+$11.3M
3
+$3.51M
4
BRG
BG GROUP PLC ADS(RP 5 ORD SHS)
BRG
+$3.04M
5
ATVI
Activision Blizzard
ATVI
+$2.23M

Sector Composition

1 Consumer Discretionary 23.25%
2 Communication Services 12.62%
3 Technology 9.23%
4 Healthcare 6.52%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.15M 0.37%
101,767
+9,406
77
$3.13M 0.37%
42,460
+3,747
78
$3.09M 0.36%
26,319
+13,019
79
$3M 0.35%
32,129
+2,864
80
$2.98M 0.35%
126,294
+11,017
81
$2.94M 0.35%
46,953
+4,183
82
$2.88M 0.34%
116,396
+10,216
83
$2.87M 0.34%
158,610
+56,765
84
$2.87M 0.34%
112,235
+2,941
85
$2.86M 0.34%
29,022
+2,900
86
$2.85M 0.34%
74,290
+6,402
87
$2.81M 0.33%
89,109
-973
88
$2.79M 0.33%
76,320
+6,675
89
$2.79M 0.33%
74,419
+6,402
90
$2.69M 0.32%
213,675
+19,568
91
$2.6M 0.31%
37,078
+3,253
92
$2.59M 0.3%
29,701
+8,446
93
$2.57M 0.3%
82,645
+3,967
94
$2.54M 0.3%
145,249
+13,381
95
$2.54M 0.3%
43,811
-271
96
$2.5M 0.29%
30,223
+2,667
97
$2.48M 0.29%
129,285
+43,805
98
$2.35M 0.28%
121,205
+11,666
99
$2.32M 0.27%
37,784
+1,217
100
$2.22M 0.26%
+31,312
2 3
4
5 6