MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.66B
This Quarter Return
+6.79%
1 Year Return
+20.71%
3 Year Return
+89.55%
5 Year Return
+107.94%
10 Year Return
+363.7%
AUM
$1.1B
AUM Growth
+$1.1B
(+6.5%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
30.23%
Holding
173
New
16
Increased
103
Reduced
29
Closed
15
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$8.42M |
| 2 |
Salesforce
CRM
|
$6.58M |
| 3 |
IPG Photonics
IPGP
|
$6.24M |
| 4 |
PayPal
PYPL
|
$5.66M |
| 5 |
Novo Nordisk
NVO
|
$4.88M |
Top Sells
| 1 |
TripAdvisor
TRIP
|
$14.7M |
| 2 |
Nike
NKE
|
$14.3M |
| 3 |
PNRA
Panera Bread Co
PNRA
|
$13.4M |
| 4 |
Middleby
MIDD
|
$8.54M |
| 5 |
NXP Semiconductors
NXPI
|
$4.31M |
Sector Composition
| 1 | Consumer Discretionary | 17.47% |
| 2 | Technology | 14.16% |
| 3 | Communication Services | 10.36% |
| 4 | Healthcare | 9.56% |
| 5 | Financials | 8.82% |