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
$1.59B
AUM Growth
-$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.5M
3
+$10.3M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.13M
5
UPS icon
United Parcel Service
UPS
+$4.16M

Top Sells

1
+$26.8M
2
+$20.8M
3
+$19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.8M
5
MDT icon
Medtronic
MDT
+$12.3M

Sector Composition

1 Technology 19.47%
2 Consumer Discretionary 12.66%
3 Financials 10.9%
4 Communication Services 8.37%
5 Real Estate 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.5M 4.8%
720,420
-23,760
2
$59.6M 3.74%
544,600
-116,740
3
$49.1M 3.08%
28,063
-610
4
$41M 2.57%
129,886
-4,541
5
$40.8M 2.56%
62,129
-1,609
6
$39.8M 2.5%
450,063
-9,062
7
$38.6M 2.43%
234,010
-60,592
8
$37.7M 2.36%
1,815,443
-100,914
9
$37.2M 2.34%
1,822,278
-101,512
10
$36.9M 2.32%
1,913,298
+535,896
11
$34.4M 2.16%
417,858
-8,724
12
$34.3M 2.16%
212,900
+77,719
13
$33.3M 2.09%
52,297
-1,278
14
$31.2M 1.96%
320,299
-17,808
15
$30.1M 1.89%
1,437,786
-80,455
16
$28.9M 1.82%
348,989
-8,001
17
$27.4M 1.72%
107,225
-5,762
18
$27.3M 1.72%
1,369,644
-76,875
19
$26.3M 1.65%
375,856
-7,341
20
$25.7M 1.62%
107,746
-3,929
21
$24.8M 1.56%
1,281,638
-72,126
22
$24.2M 1.52%
415,403
-9,462
23
$21.6M 1.36%
151,654
-5,615
24
$21.4M 1.34%
288,573
-7,138
25
$20.3M 1.27%
328,029
-13,348
1
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