MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
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
+$18.4M
2
+$16.8M
3
+$9.86M
4
EMN icon
Eastman Chemical
EMN
+$8.88M
5
BN icon
Brookfield
BN
+$7.78M

Top Sells

1
+$9.85M
2
+$8.78M
3
+$8.17M
4
MA icon
Mastercard
MA
+$6.77M
5
MIDD icon
Middleby
MIDD
+$4.31M

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
1
$77.8M 5.03%
873,420
+4,980
2
$58.1M 3.76%
204,244
+8,779
3
$55.3M 3.58%
532,607
-26,635
4
$51.6M 3.33%
878,760
-25,420
5
$49.4M 3.19%
608,212
+73,125
6
$41.6M 2.69%
81,897
+7,956
7
$40.2M 2.6%
322,867
+35,298
8
$38.3M 2.48%
515,021
-31,958
9
$36.7M 2.37%
231,738
+10,860
10
$34.3M 2.22%
1,625,864
-81,552
11
$34.1M 2.21%
19,565
-207
12
$33M 2.14%
1,570,157
-78,905
13
$32.7M 2.12%
1,542,959
-78,458
14
$32.7M 2.11%
1,550,683
-78,317
15
$30.3M 1.96%
199,752
+11,973
16
$27.4M 1.77%
768,880
-43,040
17
$25.7M 1.66%
1,033,981
-50,083
18
$25.6M 1.65%
1,027,598
-51,376
19
$25.5M 1.65%
1,018,010
-50,896
20
$23M 1.49%
948,230
+416,971
21
$22.8M 1.47%
136,768
-1,861
22
$21.4M 1.38%
313,141
+6,596
23
$20.6M 1.33%
62,507
-2,482
24
$19.9M 1.29%
84,632
-31,481
25
$19M 1.23%
182,748
-2,988
1
2 3 4 5