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
$483M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.48M
3 +$6.71M
4
MELI icon
Mercado Libre
MELI
+$5.25M
5
MA icon
Mastercard
MA
+$4.86M

Top Sells

1 +$8.13M
2 +$7.72M
3 +$7.61M
4
PNRA
Panera Bread Co
PNRA
+$6.68M
5
AMWD icon
American Woodmark
AMWD
+$6.33M

Sector Composition

1 Consumer Discretionary 25.1%
2 Healthcare 15.7%
3 Technology 13.6%
4 Financials 11.53%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.2M 1.7%
180,480
27
$7.71M 1.6%
7,900
-7,800
28
$7.64M 1.58%
30
29
$7.06M 1.46%
56,500
30
$7.05M 1.46%
661,100
-379,500
31
$6.91M 1.43%
67,000
32
$6.51M 1.35%
25,937
+20,937
33
$6.48M 1.34%
180,000
34
$6.4M 1.33%
40,000
35
$6.11M 1.27%
131,072
36
$5.79M 1.2%
29,023
37
$5.37M 1.11%
280,000
38
$5.11M 1.06%
136,900
39
$4.85M 1.01%
447,500
40
$4.84M 1%
50,636
-66,271
41
$4.55M 0.94%
165,000
42
$4.29M 0.89%
131,935
43
$4.16M 0.86%
7,300
-2,300
44
$3.48M 0.72%
160,000
45
$3.46M 0.72%
171,614
46
$3.16M 0.65%
46,000
47
$2.98M 0.62%
35,938
48
$2.69M 0.56%
40,000
49
$2.64M 0.55%
200,000
50
$2.63M 0.55%
51,000