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
$849M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.43M
3
+$2.28M
4
CMP icon
Compass Minerals
CMP
+$2.22M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.53M

Top Sells

1
+$12.3M
2
+$11.3M
3
+$3.51M
4
BRG
BG GROUP PLC ADS(RP 5 ORD SHS)
BRG
+$3.04M
5
ATVI
Activision Blizzard
ATVI
+$2.23M

Sector Composition

1 Consumer Discretionary 23.25%
2 Communication Services 12.62%
3 Technology 9.23%
4 Healthcare 6.52%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.7M 4.2%
597,450
+10,934
2
$32.6M 3.84%
285,877
+5,606
3
$23.5M 2.77%
1,116,780
+34,786
4
$22.9M 2.69%
770,740
+18,700
5
$22.8M 2.68%
1,079,051
+33,232
6
$22.7M 2.67%
1,060,733
+33,043
7
$22.6M 2.66%
1,065,965
+33,190
8
$22.5M 2.65%
1,065,738
+33,181
9
$22.4M 2.64%
991,315
+30,851
10
$21.9M 2.57%
328,611
+164,255
11
$21.4M 2.52%
969,641
+30,055
12
$19M 2.23%
165,972
+64,961
13
$18.2M 2.14%
488,400
+8,420
14
$17.3M 2.04%
634,748
+15,660
15
$16.7M 1.97%
12,973
+88
16
$16.2M 1.91%
152,004
+3,722
17
$15.5M 1.82%
161,053
+5,902
18
$14M 1.65%
73,221
-21
19
$13.8M 1.63%
327,941
+8,312
20
$13.4M 1.58%
141,684
+2,680
21
$12.1M 1.42%
118,157
+1,446
22
$11.1M 1.31%
195,389
+17,928
23
$10.9M 1.29%
198,296
+18,217
24
$10.7M 1.26%
52,140
+1,420
25
$10.5M 1.23%
684,660
+13,095
1
2 3 4 5