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
$1.13B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$9.42M
2 +$5.22M
3 +$4.96M
4
MSFT icon
Microsoft
MSFT
+$4.96M
5
INTC icon
Intel
INTC
+$4.63M

Top Sells

1 +$7.44M
2 +$7.04M
3 +$6.88M
4
TDOC icon
Teladoc Health
TDOC
+$6.43M
5
LCII icon
LCI Industries
LCII
+$3.88M

Sector Composition

1 Technology 29.01%
2 Consumer Discretionary 17.37%
3 Healthcare 12.78%
4 Industrials 10.85%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14.9M 1.32%
183,900
27
$14.3M 1.27%
88,563
-7,399
28
$13.3M 1.18%
141,600
29
$13.2M 1.17%
54,686
+1,425
30
$12.7M 1.13%
433,709
31
$12M 1.07%
214,956
+3,510
32
$11.9M 1.05%
34,000
33
$11.5M 1.02%
32,355
+1,216
34
$11.2M 0.99%
52,745
+7,249
35
$10.9M 0.97%
235,000
36
$10.5M 0.94%
210,700
37
$9.54M 0.85%
63,876
+17,181
38
$9.42M 0.84%
+74,000
39
$9.36M 0.83%
46,002
+6,089
40
$8.67M 0.77%
8,900
41
$8.65M 0.77%
365,939
+13,959
42
$8.51M 0.76%
160,751
43
$8.32M 0.74%
161,329
+84,383
44
$8.19M 0.73%
267,259
+4,779
45
$7.72M 0.69%
300,000
46
$7.59M 0.67%
105,000
-6,035
47
$7.26M 0.65%
55,000
48
$6.95M 0.62%
65,414
-36,500
49
$6.91M 0.61%
72,500
-22,500
50
$6.9M 0.61%
506,920
+54,480