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
$1.55B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.8M
3
+$9.86M
4
EMN icon
Eastman Chemical
EMN
+$8.88M
5
BN icon
Brookfield
BN
+$7.78M

Top Sells

1
+$9.85M
2
+$8.78M
3
+$8.17M
4
MA icon
Mastercard
MA
+$6.77M
5
MIDD icon
Middleby
MIDD
+$4.31M

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
126
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-558,217
127
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128
– –
-1,599
129
– –
-486,255
130
– –
-2,747
131
– –
-3,737
132
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0
2 3 4 5
6