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
126
-558,217
127
-511,709
128
-1,599
129
-486,255
130
-3,737
131
0
132
-2,747