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
$1.66B
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.4M
3
+$11.9M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.61M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$7.48M

Top Sells

1
+$17M
2
+$16.7M
3
+$9.69M
4
GMED icon
Globus Medical
GMED
+$8.6M
5
COO icon
Cooper Companies
COO
+$8.13M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 14.03%
3 Communication Services 12.55%
4 Financials 10.73%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.6M 5.17%
116,041
-12,437
2
$79.2M 4.78%
360,994
-48,981
3
$64.1M 3.87%
11,067
-1,538
4
$59.7M 3.6%
445,720
-59,980
5
$57.1M 3.44%
21,842
-2,897
6
$54.5M 3.29%
307,061
-41,048
7
$40.2M 2.42%
71,466
-9,704
8
$37.9M 2.29%
138,930
-18,683
9
$33.9M 2.05%
165,784
-23,413
10
$29.4M 1.77%
1,752,487
-187,508
11
$29.2M 1.76%
1,416,279
-151,742
12
$28.1M 1.7%
33,952
-4,041
13
$27.5M 1.66%
34,592
-4,896
14
$26.2M 1.58%
475,949
+126,970
15
$25.5M 1.54%
1,232,275
-821,198
16
$25.2M 1.52%
226,913
-26,530
17
$25M 1.51%
1,221,193
-389,151
18
$24.9M 1.51%
578,233
-61,819
19
$24M 1.45%
53,913
+20,864
20
$23.4M 1.41%
291,195
-39,380
21
$21.7M 1.31%
248,253
-3,038
22
$21.4M 1.29%
88,108
-10,178
23
$20.7M 1.25%
298,199
+171,485
24
$18.7M 1.13%
205,716
-21,817
25
$18.2M 1.1%
36,599
-5,823
1
2 3 4 5