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
$2.23B
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$12.2M
3
+$11M
4
ICLR icon
Icon
ICLR
+$10.5M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$6.8M

Top Sells

1
+$28.4M
2
+$24.1M
3
+$7.73M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$7.42M
5
SIVB
SVB Financial Group
SIVB
+$5.64M

Sector Composition

1 Technology 20.3%
2 Consumer Discretionary 15.84%
3 Financials 12.22%
4 Communication Services 11.39%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.02M 0.41%
132,708
-1,027
77
$8.7M 0.39%
48,375
-385
78
$8.36M 0.38%
22,579
-182
79
$7.43M 0.33%
61,021
-483
80
$7.31M 0.33%
20,729
+715
81
$6.8M 0.31%
+59,712
82
$6.65M 0.3%
36,042
+1,117
83
$6.28M 0.28%
205,930
+401
84
$6.21M 0.28%
57,531
+120
85
$5.4M 0.24%
356,760
+2,127
86
$5.2M 0.23%
82,658
+365
87
$4.35M 0.2%
60,469
+200
88
$4M 0.18%
72,102
+239
89
$3.23M 0.14%
118,602
+547
90
$2.87M 0.13%
136,664
+492
91
$2.72M 0.12%
16,018
+255
92
$2.57M 0.12%
7,046
-2,295
93
$2.44M 0.11%
32,073
+732
94
$2.19M 0.1%
11,562
+198
95
$1.86M 0.08%
41,133
+372
96
$1.83M 0.08%
19,567
+276
97
$1.81M 0.08%
8,888
+173
98
$1.7M 0.08%
12,557
+103
99
$1.56M 0.07%
9,479
+78
100
$1.41M 0.06%
26,437
+621
1 2 3
4
5