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
$1.36B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1 +$9.69M
2 +$4.64M
3 +$4.14M
4
CGNX icon
Cognex
CGNX
+$3.89M
5
GNTX icon
Gentex
GNTX
+$2.82M

Top Sells

1 +$6.77M
2 +$4.91M
3 +$4.86M
4
COO icon
Cooper Companies
COO
+$4.81M
5
NMRK icon
Newmark Group
NMRK
+$4.58M

Sector Composition

1 Technology 28.83%
2 Consumer Discretionary 14.91%
3 Financials 13.24%
4 Industrials 12.51%
5 Healthcare 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$15.8M 1.16%
71,059
-882
27
$15.6M 1.14%
21,003
-1,322
28
$14.2M 1.04%
213,009
-24,755
29
$13.8M 1.01%
190,380
-8,658
30
$13.4M 0.99%
53,519
-3,235
31
$12.9M 0.95%
62,764
-9,678
32
$12.9M 0.95%
8,754
-110
33
$12.9M 0.94%
111,324
-6,900
34
$12.7M 0.93%
24,836
+429
35
$12.3M 0.9%
69,536
+1,377
36
$12.3M 0.9%
55,532
+939
37
$12.1M 0.89%
197,500
-13,200
38
$12M 0.88%
27,040
-1,224
39
$11.5M 0.85%
395,368
+96,812
40
$10.4M 0.76%
18,600
-827
41
$10.3M 0.76%
220,250
-14,750
42
$9.9M 0.73%
94,800
-46,120
43
$9.69M 0.71%
+71,067
44
$9.66M 0.71%
125,189
+50,447
45
$8.52M 0.62%
54,718
-74
46
$8.44M 0.62%
28,209
+1,171
47
$8.3M 0.61%
150,916
-17,670
48
$7.86M 0.58%
180,206
-54,502
49
$7.2M 0.53%
52,089
-9,626
50
$7.18M 0.53%
106,539
-72,878