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
$822M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$7.31M
2 +$5.22M
3 +$4.59M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.46M
5
NMRK icon
Newmark Group
NMRK
+$3.24M

Top Sells

1 +$6.57M
2 +$4.9M
3 +$4.65M
4
AMWD icon
American Woodmark
AMWD
+$4.64M
5
PZZA icon
Papa John's
PZZA
+$4.06M

Sector Composition

1 Technology 22.83%
2 Consumer Discretionary 19.57%
3 Healthcare 15.45%
4 Financials 12.64%
5 Industrials 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$10.7M 1.3%
45,379
+737
27
$10.5M 1.28%
131,000
+91,000
28
$10.3M 1.26%
124,670
-11,000
29
$10.1M 1.22%
69,239
+566
30
$9.68M 1.18%
110,179
-2,592
31
$9.63M 1.17%
28,287
-13,650
32
$9.63M 1.17%
115,000
33
$9.59M 1.17%
8,067
+19
34
$8.7M 1.06%
234,052
35
$8.41M 1.02%
141,600
36
$8.12M 0.99%
388,129
37
$7.54M 0.92%
214,751
38
$7.5M 0.91%
67,000
39
$7.27M 0.88%
43,959
40
$7.21M 0.88%
68,615
41
$6.74M 0.82%
31,464
+5,048
42
$6.48M 0.79%
75,000
+25,000
43
$6.47M 0.79%
40,000
44
$6.17M 0.75%
70,500
+10,000
45
$6.04M 0.73%
36,743
+5,819
46
$5.79M 0.7%
81,549
+100
47
$5.36M 0.65%
195,000
48
$5.28M 0.64%
40,000
49
$5.22M 0.63%
+235,000
50
$4.98M 0.61%
44,161
+7,703