MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.42B
1-Year Est. Return 29.93%
This Quarter Est. Return
1 Year Est. Return
+29.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$8.96M
2 +$8.65M
3 +$7.25M
4
WAT icon
Waters Corp
WAT
+$4.9M
5
ICLR icon
Icon
ICLR
+$4.79M

Top Sells

1 +$5.51M
2 +$5.32M
3 +$2.98M
4
XPO icon
XPO
XPO
+$2.66M
5
LSTR icon
Landstar System
LSTR
+$1.18M

Sector Composition

1 Technology 29.1%
2 Consumer Discretionary 15.72%
3 Financials 13.95%
4 Industrials 12.22%
5 Healthcare 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$11.8M 1.05%
339,560
-8,448
27
$11.5M 1.03%
74,090
-2,297
28
$11.5M 1.02%
23,879
+1,748
29
$11.2M 0.99%
67,493
+5,259
30
$10.8M 0.96%
156,181
-6,253
31
$10.5M 0.93%
118,634
-2,947
32
$10.4M 0.93%
98,085
-3,353
33
$10.2M 0.9%
69,877
+5,267
34
$9.57M 0.85%
22,982
-929
35
$9.32M 0.83%
107,460
+6,090
36
$9.17M 0.82%
313,512
-10,157
37
$9.17M 0.82%
47,284
-33
38
$8.96M 0.8%
+19,093
39
$8.65M 0.77%
+6,257
40
$8.62M 0.77%
166,780
-4,926
41
$8.58M 0.76%
51,826
-2,246
42
$8.4M 0.75%
70,570
+4,956
43
$8.38M 0.75%
26,967
+1,889
44
$8.25M 0.73%
44,707
-1,595
45
$7.86M 0.7%
189,288
-4,707
46
$7.46M 0.66%
77,812
-3,068
47
$7.31M 0.65%
116,289
-3,621
48
$7.25M 0.65%
+196,380
49
$6.51M 0.58%
97,513
-115
50
$6.42M 0.57%
102,151
+32,548