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
101
$1.31M 0.08%
20,584
+39
102
$1.24M 0.08%
7,691
+17
103
$1.21M 0.08%
29,709
+153
104
$1.21M 0.08%
15,235
+30
105
$1.13M 0.07%
6,877
+34
106
$1.07M 0.07%
9,561
+18
107
$1.04M 0.07%
7,473
+49
108
$1.03M 0.07%
31,614
+66
109
$1.02M 0.07%
9,776
+18
110
$952K 0.06%
8,973
+17
111
$850K 0.05%
18,133
+135
112
$797K 0.05%
18,756
+6
113
$427K 0.03%
8,762
-1,611
114
$408K 0.03%
2,667
-42
115
$401K 0.03%
2,306
+4
116
$399K 0.03%
4,437
+1,926
117
$389K 0.03%
5,612
+1,741
118
$352K 0.02%
8,165
+236
119
$305K 0.02%
3,508
+179
120
$259K 0.02%
13,245
+420
121
$256K 0.02%
5,506
+160
122
$214K 0.01%
+3,860
123
– –
-124,302
124
– –
-58,634
125
– –
-84,863
2 3 4
5
6