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
$999M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$2.78M
3
+$2.27M
4
META icon
Meta Platforms (Facebook)
META
+$1.79M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$1.06M

Top Sells

1
+$6.11M
2
+$5.49M
3
+$3.57M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.55M
5
COST icon
Costco
COST
+$3.03M

Sector Composition

1 Technology 28.66%
2 Consumer Discretionary 17.19%
3 Healthcare 13.77%
4 Industrials 10.51%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 1.3%
60,000
27
$12.9M 1.29%
181,600
28
$12.7M 1.27%
56,069
+7,897
29
$11.8M 1.18%
34,000
30
$11.7M 1.17%
101,914
31
$11.6M 1.16%
433,709
32
$10.9M 1.1%
141,600
33
$10.4M 1.04%
183,900
34
$10.1M 1.01%
95,000
35
$9.58M 0.96%
210,700
36
$9.44M 0.94%
31,139
-9,994
37
$9.16M 0.92%
235,000
38
$8.22M 0.82%
8,900
39
$8.12M 0.81%
45,496
+592
40
$7.83M 0.78%
351,980
+17,067
41
$7.73M 0.77%
300,000
42
$7.73M 0.77%
160,751
43
$7.71M 0.77%
39,913
+1,291
44
$7.7M 0.77%
262,480
+5,841
45
$7.61M 0.76%
111,035
+240
46
$7.35M 0.74%
60,000
47
$7.04M 0.7%
50,048
+1,848
48
$6.94M 0.69%
55,000
49
$5.25M 0.53%
58,516
-430
50
$5.18M 0.52%
17,556
+818
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