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
$1.6B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$9.51M
3 +$5.54M
4
TSCO icon
Tractor Supply
TSCO
+$5.1M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.8M

Top Sells

1 +$16.5M
2 +$9.23M
3 +$8.18M
4
BKNG icon
Booking.com
BKNG
+$6.14M
5
SIVB
SVB Financial Group
SIVB
+$5.59M

Sector Composition

1 Technology 19.61%
2 Consumer Discretionary 15.22%
3 Financials 10.99%
4 Communication Services 8.91%
5 Real Estate 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,826
127
-1,868
128
-24,286
129
-12,277