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
$897M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$5.81M
2 +$2.69M
3 +$2.34M
4
AMZN icon
Amazon
AMZN
+$2.1M
5
ABBV icon
AbbVie
ABBV
+$2.04M

Top Sells

1 +$10.3M
2 +$7.17M
3 +$6.93M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.07M
5
PAYC icon
Paycom
PAYC
+$5.67M

Sector Composition

1 Technology 24.01%
2 Consumer Discretionary 17.83%
3 Healthcare 14.6%
4 Industrials 12.14%
5 Financials 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13.3M 1.48%
115,900
+2,794
27
$12.6M 1.4%
47,545
+616
28
$12.4M 1.39%
621,650
-358,533
29
$11.2M 1.25%
124,670
30
$10.8M 1.21%
21,488
+182
31
$10.3M 1.15%
141,600
32
$9.92M 1.11%
214,751
33
$9.5M 1.06%
242,500
34
$9.43M 1.05%
48,840
+2,871
35
$9.12M 1.02%
67,000
36
$8.74M 0.97%
40,983
+2,677
37
$8.64M 0.96%
234,052
38
$8.61M 0.96%
7,900
-204
39
$8.31M 0.93%
154,929
-30,000
40
$7.89M 0.88%
379,029
41
$7.88M 0.88%
118,665
+710
42
$7.87M 0.88%
260,356
-3,856
43
$7.38M 0.82%
300,000
44
$7.25M 0.81%
68,615
45
$7.02M 0.78%
55,000
+15,000
46
$6.72M 0.75%
115,000
47
$6.51M 0.73%
37,530
+3,185
48
$6.44M 0.72%
55,544
+252
49
$6.24M 0.7%
70,500
50
$6.05M 0.68%
315,269
-66,754