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
$2.23B
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$12.2M
3
+$11M
4
ICLR icon
Icon
ICLR
+$10.5M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$6.8M

Top Sells

1
+$28.4M
2
+$24.1M
3
+$7.73M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$7.42M
5
SIVB
SVB Financial Group
SIVB
+$5.64M

Sector Composition

1 Technology 20.3%
2 Consumer Discretionary 15.84%
3 Financials 12.22%
4 Communication Services 11.39%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$137M 6.17%
886,880
-2,300
2
$103M 4.61%
422,361
-99,258
3
$94.3M 4.24%
64,079
-19,290
4
$90.8M 4.08%
877,880
-1,340
5
$65.7M 2.95%
125,948
-698
6
$63.2M 2.84%
466,732
-2,306
7
$61.6M 2.77%
290,647
-3,755
8
$58.5M 2.63%
164,374
+34,348
9
$47M 2.11%
20,169
-5
10
$43.5M 1.96%
206,332
-153
11
$43.3M 1.95%
147,170
+164
12
$43.1M 1.94%
63,483
+28,302
13
$34.4M 1.55%
259,502
-3,576
14
$32.1M 1.44%
123,096
-405
15
$31.7M 1.42%
1,429,889
+44,791
16
$31.3M 1.41%
362,489
-1,133
17
$28.4M 1.28%
262,130
+7,955
18
$28.3M 1.27%
1,329,506
+41,640
19
$28.2M 1.27%
1,306,616
+40,927
20
$28.2M 1.27%
198,175
-653
21
$27.9M 1.26%
1,238,159
+38,302
22
$26.7M 1.2%
111,609
+1,835
23
$26.5M 1.19%
490,638
+11,350
24
$25.7M 1.16%
1,160,213
+36,394
25
$25.6M 1.15%
167,009
-549
1
2 3 4 5