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
101
$1.33M 0.06%
16,149
-1,709
102
$1.23M 0.06%
23,355
+521
103
$1.18M 0.05%
13,930
-2,204
104
$1.02M 0.05%
+8,823
105
$763K 0.03%
15,543
-4,568
106
$716K 0.03%
3,234
-1,051
107
$519K 0.02%
9,968
-2,399
108
$489K 0.02%
9,485
-5,710
109
$310K 0.01%
23,200
+200
110
$286K 0.01%
1,336
-271
111
$224K 0.01%
1,005
-60
112
– –
-77,560
1 2 3 4
5