MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.66B
1-Year Return
20.71%
This Quarter Return
+4.53%
1 Year Return
+20.71%
3 Year Return
+89.55%
5 Year Return
+107.94%
10 Year Return
+363.7%
AUM
$1.59B
AUM Growth
+$41.6M
(+2.7%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
31.45%
Holding
142
New
5
Increased
50
Reduced
75
Closed
11
Top Buys
| 1 |
Howard Hughes
HHH
|
$13.4M |
| 2 |
Comcast
CMCSA
|
$7.56M |
| 3 |
Penumbra
PEN
|
$6.75M |
| 4 |
HSKA
Heska Corp
HSKA
|
$4.07M |
| 5 |
SPLK
Splunk Inc
SPLK
|
$3.02M |
Top Sells
| 1 |
ULTI
Ultimate Software Group Inc
ULTI
|
$20.6M |
| 2 |
NUVA
NuVasive, Inc.
NUVA
|
$7.26M |
| 3 |
Paycom
PAYC
|
$6.41M |
| 4 |
STAG Industrial
STAG
|
$3.81M |
| 5 |
Amgen
AMGN
|
$3.71M |
Sector Composition
| 1 | Consumer Discretionary | 17.72% |
| 2 | Technology | 14.58% |
| 3 | Healthcare | 11.59% |
| 4 | Financials | 9.33% |
| 5 | Communication Services | 8.04% |