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
$1.7B
AUM Growth
+$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.3M
3
+$9.92M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$8.2M
5
WAT icon
Waters Corp
WAT
+$7.26M

Top Sells

1
+$20.5M
2
+$15.7M
3
+$12.6M
4
PEN icon
Penumbra
PEN
+$10.4M
5
ABB
ABB Ltd
ABB
+$6.23M

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 13.87%
3 Financials 12.6%
4 Communication Services 9.74%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.1M 5.19%
675,648
-14,198
2
$81.6M 4.81%
638,406
-12,804
3
$60.6M 3.57%
500,210
-11,937
4
$56.9M 3.35%
197,831
-4,919
5
$47.5M 2.8%
224,643
-4,740
6
$46.8M 2.76%
17,332
-7,592
7
$46.1M 2.72%
435,738
-9,044
8
$46.1M 2.72%
58,798
-674
9
$44.2M 2.6%
37,309
-889
10
$43.1M 2.54%
109,586
-2,558
11
$34.9M 2.05%
1,646,822
+45,014
12
$34.5M 2.03%
516,669
+148,512
13
$34.5M 2.03%
1,675,402
+46,098
14
$33.9M 2%
1,682,276
+47,930
15
$31.1M 1.83%
70,544
-1,444
16
$28.6M 1.68%
329,535
-7,271
17
$27.8M 1.64%
404,711
-7,579
18
$26.3M 1.55%
1,387,981
+39,229
19
$23.3M 1.37%
945,494
+26,805
20
$21.9M 1.29%
112,301
-1,876
21
$21.2M 1.25%
238,711
-4,461
22
$21.1M 1.24%
127,516
-2,657
23
$19.8M 1.17%
1,041,076
+30,321
24
$19.8M 1.17%
1,001,434
+28,834
25
$18.9M 1.11%
283,209
-2,943
1
2 3 4 5