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
$772M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.3M
3
+$3.57M
4
WSO icon
Watsco Inc
WSO
+$3.14M
5
ABBV icon
AbbVie
ABBV
+$2.09M

Top Sells

1
+$9.31M
2
+$8.4M
3
+$7.25M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$5.67M
5
PCTY icon
Paylocity
PCTY
+$5.32M

Sector Composition

1 Technology 26.91%
2 Consumer Discretionary 16.12%
3 Healthcare 14.68%
4 Industrials 10.61%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.45%
116,662
+1,423
27
$10.1M 1.31%
34,000
28
$9.09M 1.18%
141,600
29
$8.79M 1.14%
183,900
-58,600
30
$8.26M 1.07%
8,900
+1,000
31
$8.21M 1.06%
44,904
+2,801
32
$8.2M 1.06%
92,783
-60,289
33
$8.1M 1.05%
210,700
34
$8.08M 1.05%
235,000
+125,000
35
$8.06M 1.04%
207,156
-390
36
$8.04M 1.04%
48,172
-1,227
37
$7.31M 0.95%
433,709
-72,285
38
$6.98M 0.9%
110,795
-227
39
$6.85M 0.89%
160,751
-54,000
40
$6.81M 0.88%
101,914
-12,000
41
$6.65M 0.86%
300,000
42
$6.32M 0.82%
+48,200
43
$6.22M 0.81%
38,622
+1,620
44
$6.16M 0.8%
60,000
45
$5.78M 0.75%
256,639
-531
46
$5.49M 0.71%
234,052
47
$5.22M 0.68%
55,000
48
$4.17M 0.54%
16,738
+287
49
$4.16M 0.54%
58,946
+322
50
$4.01M 0.52%
95,000
-20,000
1
2
3 4 5