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
$746M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$5.25M
3
+$4.98M
4
TUP
Tupperware Brands Corporation
TUP
+$4.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.93M

Top Sells

1
+$13.5M
2
+$8.13M
3
+$5.19M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.54M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Consumer Discretionary 23.13%
2 Technology 19.37%
3 Healthcare 14%
4 Financials 13.33%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.37%
209,637
+1,365
27
$9.9M 1.33%
68,673
+748
28
$9.55M 1.28%
388,129
29
$9.39M 1.26%
112,771
+1,453
30
$9.33M 1.25%
44,642
+469
31
$9.05M 1.21%
247,500
32
$8.73M 1.17%
8,048
+27
33
$8.55M 1.15%
43,959
+2,000
34
$8.26M 1.11%
214,751
+7,500
35
$8.25M 1.11%
+132,000
36
$8.07M 1.08%
81,802
+9,787
37
$7.62M 1.02%
67,000
38
$7.53M 1.01%
141,600
+25,000
39
$6.57M 0.88%
661,100
40
$6.33M 0.85%
68,615
41
$6.1M 0.82%
60,500
+20,000
42
$6.01M 0.81%
30,924
+3,523
43
$5.31M 0.71%
195,000
44
$4.95M 0.66%
+120,000
45
$4.93M 0.66%
+26,416
46
$4.9M 0.66%
7,300
47
$4.76M 0.64%
40,000
48
$4.64M 0.62%
50,736
49
$4.6M 0.62%
40,000
+15,000
50
$4.25M 0.57%
81,449
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