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
$1.39B
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$16.7M
3
+$11M
4
JNJ icon
Johnson & Johnson
JNJ
+$9.44M
5
WMT icon
Walmart
WMT
+$8.41M

Top Sells

1
+$29.5M
2
+$24M
3
+$14.7M
4
MA icon
Mastercard
MA
+$13.1M
5
LSTR icon
Landstar System
LSTR
+$12.6M

Sector Composition

1 Technology 25.18%
2 Consumer Discretionary 18.28%
3 Industrials 12.61%
4 Healthcare 11.45%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 1.17%
120,000
-3,804
27
$16M 1.15%
82,500
-21,368
28
$15.6M 1.12%
70,110
+8,790
29
$15.5M 1.12%
161,600
30
$15M 1.08%
22,007
-65
31
$13.6M 0.98%
60,000
32
$13.2M 0.95%
51,766
-1,192
33
$13M 0.93%
54,232
-967
34
$13M 0.93%
190,549
+14,610
35
$12.7M 0.92%
70,000
-3,354
36
$12.7M 0.92%
235,000
37
$12.3M 0.89%
289,139
38
$12.1M 0.87%
28,400
39
$11.4M 0.82%
32,387
-586
40
$11.2M 0.81%
84,000
41
$10.7M 0.77%
50,750
-661
42
$10.7M 0.77%
300,000
43
$10.1M 0.73%
8,900
44
$10.1M 0.72%
299,119
+15,930
45
$9.77M 0.7%
72,500
46
$9.52M 0.69%
160,751
47
$9.44M 0.68%
+57,445
48
$9.14M 0.66%
200,000
+110,000
49
$8.89M 0.64%
18,000
+8,000
50
$8.68M 0.63%
51,551
+7,890
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