MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.42B
1-Year Est. Return 29.93%
This Quarter Est. Return
1 Year Est. Return
+29.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$4.12M
3
+$2.62M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
CRR
Carbo Ceramics Inc.
CRR
+$1.74M

Top Sells

1
+$3.54M
2
+$3.28M
3
+$2.95M
4
TPH icon
Tri Pointe Homes
TPH
+$1.96M
5
DGX icon
Quest Diagnostics
DGX
+$1.41M

Sector Composition

1 Financials 22.05%
2 Consumer Discretionary 20.05%
3 Technology 10.13%
4 Healthcare 8.33%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.87M 1.42%
340,500
27
$6.68M 1.38%
121,164
28
$6.57M 1.36%
624,780
29
$6.05M 1.25%
1,185,790
+835,000
30
$5.85M 1.21%
214,000
+50,000
31
$5.62M 1.16%
535,555
32
$5.43M 1.12%
487,190
+7,150
33
$5.32M 1.1%
483,137
-8,400
34
$5.26M 1.09%
341,000
+67,000
35
$5.14M 1.06%
159,000
+21,899
36
$5.02M 1.04%
350,300
-89,200
37
$5M 1.04%
100,000
+23,000
38
$4.92M 1.02%
430,000
+95,000
39
$4.88M 1.01%
210,550
+28,950
40
$4.82M 1%
190,000
+47,000
41
$4.59M 0.95%
225,641
+71,162
42
$4.45M 0.92%
105,000
+40,500
43
$4.17M 0.86%
353,057
+37,983
44
$4.03M 0.83%
250,000
+120,000
45
$4M 0.83%
131,087
46
$3.71M 0.77%
107,000
+20,000
47
$3.66M 0.76%
7,300
48
$3.52M 0.73%
36,050
49
$3.5M 0.72%
232,160
50
$3.46M 0.71%
29,023
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