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
101
$1.66M 0.1%
9,339
-1,180
102
$1.45M 0.09%
22,987
-2,903
103
$1.29M 0.08%
25,819
-19,554
104
$1.2M 0.08%
15,992
-6,072
105
$1.04M 0.07%
14,451
-1,854
106
$749K 0.05%
18,366
-370
107
$518K 0.03%
2,631
-642
108
$403K 0.03%
9,671
-599
109
$257K 0.02%
+1,302
110
$239K 0.02%
1,065
111
$231K 0.01%
1,062
112
– –
-36,239
113
– –
-110,374
114
– –
-111,100
115
– –
-23,000
116
– –
-73,262
117
– –
-64,803
118
– –
-11,509
119
– –
-1,280
1 2 3 4
5