MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.4M
3
+$11.9M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.61M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$7.48M

Top Sells

1
+$17M
2
+$16.7M
3
+$9.69M
4
GMED icon
Globus Medical
GMED
+$8.6M
5
COO icon
Cooper Companies
COO
+$8.13M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 14.03%
3 Communication Services 12.55%
4 Financials 10.73%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.3M 0.44%
464,347
-54,042
77
$7.26M 0.44%
+128,451
78
$7.22M 0.44%
202,412
-38,361
79
$6.96M 0.42%
30,722
-5,392
80
$6.77M 0.41%
+56,004
81
$6.64M 0.4%
66,442
-7,376
82
$6.64M 0.4%
173,226
-29,680
83
$6.45M 0.39%
29,467
-3,611
84
$6.33M 0.38%
6,397
-874
85
$6.18M 0.37%
19,701
-2,082
86
$6.12M 0.37%
+382,299
87
$6.07M 0.37%
108,246
-11,620
88
$5.87M 0.35%
131,317
-22,360
89
$5.6M 0.34%
15,009
-1,902
90
$5.53M 0.33%
17,423
+13,836
91
$5.44M 0.33%
53,940
-9,749
92
$5.3M 0.32%
26,111
-4,247
93
$5.3M 0.32%
100,396
-10,441
94
$5.29M 0.32%
76,618
-13,220
95
$5.19M 0.31%
+21,273
96
$5.16M 0.31%
+29,570
97
$5.15M 0.31%
59,031
-10,213
98
$4.95M 0.3%
67,239
-53,037
99
$4.46M 0.27%
16,179
-2,496
100
$3.96M 0.24%
69,429
-17,703
2 3
4
5 6