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
$459M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$5.74M
3
+$5.24M
4
WYNN icon
Wynn Resorts
WYNN
+$2.72M
5
WSO icon
Watsco Inc
WSO
+$2.11M

Top Sells

1
+$8.82M
2
+$5.67M
3
+$5.65M
4
MNRK
MONARCH FINANCIAL HOLDINGS INC COM STK
MNRK
+$5.42M
5
WSM icon
Williams-Sonoma
WSM
+$3.49M

Sector Composition

1 Consumer Discretionary 27.81%
2 Financials 18.37%
3 Healthcare 11.76%
4 Technology 11.26%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.18M 1.57%
219,000
27
$7.15M 1.56%
34,000
28
$6.81M 1.49%
39,840
29
$6.75M 1.47%
40,900
-5,000
30
$6.75M 1.47%
594,850
31
$6.56M 1.43%
102,000
32
$6.28M 1.37%
40,000
33
$6.25M 1.36%
180,480
34
$5.79M 1.26%
7,300
35
$5.78M 1.26%
66,564
36
$5.74M 1.25%
+265,067
37
$5.51M 1.2%
76,406
38
$5.47M 1.19%
29,023
39
$5.45M 1.19%
228,000
40
$5.24M 1.14%
+280,000
41
$5.08M 1.11%
282,427
42
$4.99M 1.09%
549,365
43
$4.96M 1.08%
62,000
44
$4.83M 1.05%
600,000
45
$4.49M 0.98%
205,000
46
$4.46M 0.97%
104,000
47
$3.99M 0.87%
49,500
48
$3.93M 0.86%
165,000
49
$3.81M 0.83%
18,000
50
$3.75M 0.82%
75,000
1
2
3 4