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
$1.1B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.58M
3
+$6.24M
4
PYPL icon
PayPal
PYPL
+$5.66M
5
NVO icon
Novo Nordisk
NVO
+$4.88M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$13.4M
4
MIDD icon
Middleby
MIDD
+$8.54M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.31M

Sector Composition

1 Consumer Discretionary 17.47%
2 Technology 14.16%
3 Communication Services 10.36%
4 Healthcare 9.56%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.01M 0.36%
18,069
+2,853
77
$3.98M 0.36%
57,685
-1,399
78
$3.93M 0.36%
22,811
+4,717
79
$3.9M 0.35%
26,103
-1,586
80
$3.89M 0.35%
84,781
+79,569
81
$3.88M 0.35%
56,728
+4,538
82
$3.85M 0.35%
186,451
+14,914
83
$3.73M 0.34%
149,905
+7,418
84
$3.52M 0.32%
51,197
+4,096
85
$3.39M 0.31%
62,930
+3,115
86
$3.38M 0.31%
50,211
+3,966
87
$3.38M 0.31%
112,326
-4,428
88
$3.34M 0.3%
19,734
+9,234
89
$3.32M 0.3%
33,143
-1,006
90
$3.27M 0.3%
+67,040
91
$3.06M 0.28%
36,951
+2,972
92
$2.97M 0.27%
430,118
+21,284
93
$2.96M 0.27%
16,555
+847
94
$2.88M 0.26%
+108,483
95
$2.64M 0.24%
+30,256
96
$2.52M 0.23%
37,951
+161
97
$2.47M 0.22%
209,154
+101,239
98
$2.26M 0.2%
64,146
-1,135
99
$2.15M 0.2%
99,511
+4,924
100
$2.12M 0.19%
26,383
-848
2 3
4
5 6