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
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1M
3 +$1M
4
JLL icon
Jones Lang LaSalle
JLL
+$596K
5
SPLK
Splunk Inc
SPLK
+$580K

Top Sells

1 +$17M
2 +$16.3M
3 +$15.4M
4
ALGN icon
Align Technology
ALGN
+$14.4M
5
MDT icon
Medtronic
MDT
+$13.8M

Sector Composition

1 Consumer Discretionary 25.11%
2 Technology 13.71%
3 Healthcare 10.78%
4 Financials 10.5%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.48M 1.83%
155,600
+10,000
27
$7.66M 1.65%
173,600
28
$7.62M 1.65%
180,000
29
$7.45M 1.61%
67,000
30
$7.45M 1.61%
40,000
31
$6.59M 1.43%
50,636
32
$6M 1.3%
29,023
33
$5.52M 1.19%
131,072
34
$5.19M 1.12%
7,300
35
$4.51M 0.98%
131,935
36
$4.51M 0.97%
165,000
37
$4.18M 0.9%
661,100
38
$4.12M 0.89%
40,000
39
$4.1M 0.89%
46,000
40
$3.35M 0.72%
224,000
41
$3.34M 0.72%
66,600
+20,000
42
$2.52M 0.54%
90,529
43
$2.5M 0.54%
110,400
44
$2.2M 0.47%
35,938
45
$1.46M 0.31%
100,000
46
$1.25M 0.27%
6,000
47
$1.18M 0.26%
11,500
48
$1.17M 0.25%
6,400
49
$1M 0.22%
+25,000
50
$824K 0.18%
46,000