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
$463M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$8.71M
2 +$7.81M
3 +$7.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.49M
5
XPO icon
XPO
XPO
+$6.75M

Top Sells

1 +$12.5M
2 +$12.5M
3 +$11.2M
4
NTUS
Natus Medical Inc
NTUS
+$9.37M
5
INTC icon
Intel
INTC
+$7.94M

Sector Composition

1 Consumer Discretionary 26.58%
2 Healthcare 15.5%
3 Technology 14.58%
4 Financials 13.69%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.49M 1.62%
+180,480
27
$7.08M 1.53%
141,600
+37,600
28
$6.94M 1.5%
9,600
+2,300
29
$6.71M 1.45%
40,000
30
$6.68M 1.44%
25,500
+7,500
31
$6.46M 1.4%
180,000
32
$6.3M 1.36%
56,500
+20,000
33
$6.24M 1.35%
+55,500
34
$6.17M 1.33%
447,500
35
$6.11M 1.32%
67,000
-9,406
36
$6.09M 1.31%
280,000
37
$5.94M 1.28%
131,072
-82,562
38
$5.65M 1.22%
29,023
39
$5.62M 1.21%
114,300
+95,300
40
$5.37M 1.16%
136,900
-238,841
41
$4.87M 1.05%
28,250
42
$4.73M 1.02%
89,000
+14,000
43
$4.67M 1.01%
80,000
44
$4.16M 0.9%
131,935
45
$4.13M 0.89%
165,000
46
$3.73M 0.8%
115,068
47
$3.62M 0.78%
35,000
48
$3.56M 0.77%
46,000
49
$3.39M 0.73%
+160,000
50
$3.14M 0.68%
+171,614