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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$30.2M
3
+$25.5M
4
ICLR icon
Icon
ICLR
+$16.5M
5
CGNX icon
Cognex
CGNX
+$6.3M

Top Sells

1
+$15.2M
2
+$13.8M
3
+$9.44M
4
WMT icon
Walmart
WMT
+$8.41M
5
CERN
Cerner Corp
CERN
+$7.55M

Sector Composition

1 Technology 28.21%
2 Consumer Discretionary 15.09%
3 Healthcare 13.29%
4 Industrials 12.72%
5 Financials 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 1.15%
120,000
27
$16.5M 1.09%
+80,000
28
$16.3M 1.08%
170,996
+18,670
29
$16M 1.06%
84,033
-21,870
30
$15.8M 1.04%
56,799
+5,033
31
$15.4M 1.02%
210,700
32
$15.1M 1%
56,073
+1,841
33
$14.9M 0.99%
185,679
-4,870
34
$14.9M 0.99%
64,947
+13,396
35
$14.7M 0.97%
65,058
-5,052
36
$14.4M 0.95%
89,000
+5,000
37
$14M 0.93%
141,600
-20,000
38
$14M 0.92%
289,139
39
$13.6M 0.9%
60,000
40
$13.4M 0.89%
235,000
41
$13.3M 0.88%
33,675
+1,288
42
$12.8M 0.85%
28,400
43
$12.3M 0.82%
52,790
+2,040
44
$11.6M 0.77%
70,000
45
$11.4M 0.75%
571,240
+13,000
46
$10.7M 0.7%
160,751
47
$10.6M 0.7%
200,000
48
$10.6M 0.7%
8,900
49
$10.4M 0.69%
49,500
-72,000
50
$10M 0.66%
18,000
1
2
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