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
$904M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.7M
3
+$6.1M
4
EMN icon
Eastman Chemical
EMN
+$2.35M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$1.19M

Top Sells

1
+$10.3M
2
+$5.77M
3
+$5.7M
4
TXN icon
Texas Instruments
TXN
+$3.9M
5
WSO icon
Watsco Inc
WSO
+$2.72M

Sector Composition

1 Technology 27.69%
2 Consumer Discretionary 16.73%
3 Industrials 14.08%
4 Financials 12.06%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 1.23%
49,410
-1,235
27
$11.1M 1.23%
76,387
-2,848
28
$10.5M 1.16%
22,131
-355
29
$9.8M 1.08%
121,581
-2,775
30
$9.73M 1.08%
101,438
-2,993
31
$9.67M 1.07%
47,317
-1,029
32
$9.65M 1.07%
62,234
-1,564
33
$9.33M 1.03%
162,434
-6,748
34
$9.2M 1.02%
46,302
-2,140
35
$9.07M 1%
323,669
-16,394
36
$8.63M 0.96%
171,706
-9,202
37
$8.48M 0.94%
23,911
-889
38
$8.42M 0.93%
64,610
-687
39
$7.93M 0.88%
54,072
+5,410
40
$7.55M 0.84%
80,880
-3,360
41
$7.41M 0.82%
97,628
-2,136
42
$7.4M 0.82%
25,078
-952
43
$7.35M 0.81%
193,995
-4,425
44
$6.5M 0.72%
101,370
+1,240
45
$6.1M 0.67%
+65,614
46
$6.05M 0.67%
119,910
-5,778
47
$5.86M 0.65%
124,725
-3,920
48
$5.75M 0.64%
165,787
+8,166
49
$5.72M 0.63%
97,360
+4,105
50
$5.51M 0.61%
56,410
-3,604
1
2
3 4 5