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
$849M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.43M
3
+$2.28M
4
CMP icon
Compass Minerals
CMP
+$2.22M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.53M

Top Sells

1
+$12.3M
2
+$11.3M
3
+$3.51M
4
BRG
BG GROUP PLC ADS(RP 5 ORD SHS)
BRG
+$3.04M
5
ATVI
Activision Blizzard
ATVI
+$2.23M

Sector Composition

1 Consumer Discretionary 23.25%
2 Communication Services 12.62%
3 Technology 9.23%
4 Healthcare 6.52%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.15M 0.25%
14,163
+1,110
102
$2.13M 0.25%
154,179
+14,200
103
$2.13M 0.25%
65,826
+5,909
104
$2.11M 0.25%
48,390
+4,295
105
$2.08M 0.24%
176,219
+16,271
106
$1.87M 0.22%
156,531
+2,889
107
$1.8M 0.21%
347,493
+33,208
108
$1.75M 0.21%
63,964
+5,456
109
$1.54M 0.18%
183,530
+18,842
110
$1.53M 0.18%
81,033
+7,505
111
$1.48M 0.17%
9,740
+477
112
$1.48M 0.17%
27,324
+4,144
113
$1.4M 0.17%
9,872
+279
114
$1.37M 0.16%
18,896
+1,624
115
$1.31M 0.15%
12,808
+958
116
$1.31M 0.15%
92,092
+8,555
117
$1.23M 0.15%
59,069
+4,575
118
$1.15M 0.13%
21,693
+1,610
119
$1.09M 0.13%
9,176
+849
120
$1.08M 0.13%
+23,348
121
$771K 0.09%
22,806
+1,988
122
$764K 0.09%
27,848
+2,399
123
$79K 0.01%
+11,699
124
$1K ﹤0.01%
85,000
125
– –
-1,179,250
2 3 4
5
6