MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 29.51%
This Quarter Est. Return
1 Year Est. Return
+29.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.56M
3
+$7.37M
4
AMWD icon
American Woodmark
AMWD
+$6.76M
5
L icon
Loews
L
+$6.42M

Top Sells

1
+$7.37M
2
+$6.71M
3
+$3.85M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.81M
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$3.49M

Sector Composition

1 Consumer Discretionary 26.67%
2 Financials 15.53%
3 Healthcare 14.15%
4 Technology 12.13%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.86M 1.44%
106,370
-14,895
27
$6.78M 1.42%
102,000
+52,000
28
$6.72M 1.41%
180,480
29
$6.58M 1.38%
34,000
+28,000
30
$6.55M 1.37%
64,000
31
$6.3M 1.32%
40,000
32
$6.21M 1.3%
228,000
33
$5.96M 1.25%
62,000
34
$5.83M 1.22%
549,365
35
$5.82M 1.22%
7,300
36
$5.67M 1.19%
140,000
+120,000
37
$5.65M 1.18%
600,000
+80,000
38
$5.65M 1.18%
624,780
+73,895
39
$5.42M 1.14%
326,104
+156,104
40
$5.36M 1.12%
76,406
41
$5.33M 1.12%
172,601
+56,437
42
$5.15M 1.08%
29,023
43
$4.99M 1.05%
66,564
+7,292
44
$4.95M 1.04%
282,427
+130,094
45
$4.83M 1.01%
205,000
+10,000
46
$4M 0.84%
104,000
47
$3.69M 0.77%
18,000
48
$3.65M 0.77%
75,000
49
$3.6M 0.75%
49,500
50
$3.49M 0.73%
127,600
-102,400
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