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
$1.55B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.1M
3
+$10.1M
4
EMN icon
Eastman Chemical
EMN
+$8.48M
5
BN icon
Brookfield
BN
+$8.32M

Top Sells

1
+$9.85M
2
+$8.78M
3
+$8.17M
4
MA icon
Mastercard
MA
+$7.41M
5
MIDD icon
Middleby
MIDD
+$4.66M

Sector Composition

1 Consumer Discretionary 16.66%
2 Technology 16.01%
3 Healthcare 12.24%
4 Financials 8.7%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.37M 0.35%
+58,487
77
$5M 0.32%
5,023
-1,618
78
$4.99M 0.32%
114,599
+2,721
79
$4.9M 0.32%
24,383
+1,617
80
$4.85M 0.31%
187,515
-11,070
81
$4.85M 0.31%
110,945
+1,882
82
$4.83M 0.31%
10,659
+8,019
83
$4.82M 0.31%
19,910
-7,144
84
$4.8M 0.31%
25,274
+1,419
85
$4.42M 0.28%
17,017
+204
86
$4.27M 0.27%
128,914
+6,557
87
$4.27M 0.27%
511,543
+17,869
88
$3.75M 0.24%
198,861
+4,180
89
$3.61M 0.23%
21,878
+296
90
$3.29M 0.21%
96,338
-4,158
91
$2.84M 0.18%
131,981
+2,586
92
$2.79M 0.18%
21,485
-35,867
93
$2.75M 0.18%
48,024
-2,390
94
$2.62M 0.17%
84,247
+6,563
95
$2.49M 0.16%
17,332
+1,276
96
$2.17M 0.14%
29,974
-49,952
97
$1.9M 0.12%
23,707
-280
98
$1.89M 0.12%
24,592
-288
99
$1.76M 0.11%
21,723
-1,148
100
$1.54M 0.1%
13,893
+670
2 3
4
5 6