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
$1.78B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$8.1M
2 +$7.09M
3 +$6.35M
4
LLY icon
Eli Lilly
LLY
+$5.37M
5
MSFT icon
Microsoft
MSFT
+$5.04M

Top Sells

1 +$21.5M
2 +$8.12M
3 +$6.39M
4
ICLR icon
Icon
ICLR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.08M

Sector Composition

1 Technology 31.32%
2 Financials 15.32%
3 Consumer Discretionary 13.69%
4 Communication Services 10.88%
5 Healthcare 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14.6M 0.82%
39,632
-1,318
27
$14.4M 0.81%
17,674
-1,442
28
$14.2M 0.79%
53,109
-1,645
29
$13M 0.73%
59,019
-1,945
30
$12.2M 0.69%
30,619
-1,053
31
$11.5M 0.65%
157,278
-14,170
32
$11.5M 0.64%
220,457
-7,657
33
$10.9M 0.61%
87,724
-2,790
34
$10.8M 0.61%
326,143
-11,015
35
$10.5M 0.59%
118,409
-4,183
36
$9.86M 0.55%
203,432
-7,068
37
$9.82M 0.55%
25,600
+3,930
38
$9.67M 0.54%
19,524
+276
39
$9.6M 0.54%
90,436
+76,247
40
$9.56M 0.54%
39,432
-963
41
$9.53M 0.53%
4,883
-152
42
$9.07M 0.51%
11,391
+202
43
$8.75M 0.49%
74,092
-11,630
44
$8.51M 0.48%
153,000
-15,403
45
$8.3M 0.47%
84,092
+7,430
46
$8.29M 0.46%
14,265
-338
47
$7.98M 0.45%
13,004
-289
48
$7.92M 0.44%
70,700
+3,597
49
$7.79M 0.44%
24,989
+549
50
$7.74M 0.43%
75,379
+11,956