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
$1.59B
AUM Growth
-$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.5M
3
+$10.3M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.13M
5
UPS icon
United Parcel Service
UPS
+$4.16M

Top Sells

1
+$26.8M
2
+$20.8M
3
+$19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.8M
5
MDT icon
Medtronic
MDT
+$12.3M

Sector Composition

1 Technology 19.47%
2 Consumer Discretionary 12.66%
3 Financials 10.9%
4 Communication Services 8.37%
5 Real Estate 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.14M 0.32%
192,476
-6,255
77
$5.13M 0.32%
+35,409
78
$5.07M 0.32%
117,061
-618
79
$4.67M 0.29%
37,483
-228
80
$4.42M 0.28%
333,465
-11,202
81
$4.29M 0.27%
153,740
-6,136
82
$4.16M 0.26%
77,077
-2,732
83
$3.97M 0.25%
110,931
-3,559
84
$3.71M 0.23%
166,161
-8,346
85
$3.48M 0.22%
32,710
-2,596
86
$3.34M 0.21%
55,960
-255
87
$3.19M 0.2%
17,773
-1,945
88
$3.01M 0.19%
20,938
-2,649
89
$2.99M 0.19%
88,166
-326
90
$2.96M 0.19%
64,749
-322
91
$2.7M 0.17%
264,093
-1,934
92
$2.54M 0.16%
31,785
-4,014
93
$2.39M 0.15%
46,405
-5,895
94
$2.18M 0.14%
10,657
-1,338
95
$2.14M 0.13%
127,601
-4,244
96
$2.1M 0.13%
51,900
-6,465
97
$1.96M 0.12%
19,423
-2,451
98
$1.92M 0.12%
5,542
-1,571
99
$1.76M 0.11%
11,439
-1,448
100
$1.69M 0.11%
+4,470
1 2 3
4
5