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
$477M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.56M
3
+$7.37M
4
AMWD icon
American Woodmark
AMWD
+$6.76M
5
L icon
Loews
L
+$6.42M

Top Sells

1
+$7.37M
2
+$6.71M
3
+$3.85M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.81M
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$3.49M

Sector Composition

1 Consumer Discretionary 26.67%
2 Financials 15.53%
3 Healthcare 14.15%
4 Technology 12.13%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.73%
243,704
+20,000
52
$3.42M 0.72%
46,000
53
$3.4M 0.71%
39,000
+13,000
54
$3.36M 0.7%
165,000
55
$3.32M 0.7%
239,917
56
$3.27M 0.68%
131,935
57
$3.08M 0.65%
+40,000
58
$3.05M 0.64%
80,000
-100,000
59
$2.89M 0.61%
79,000
60
$2.88M 0.6%
77,000
61
$2.46M 0.52%
25,000
62
$2.36M 0.49%
200,000
63
$2.25M 0.47%
1,833
64
$1.79M 0.38%
90,529
+25,000
65
$1.63M 0.34%
313,752
+55,000
66
$1.54M 0.32%
65,000
67
$1.53M 0.32%
+32,000
68
$830K 0.17%
32,500
69
– –
-232,160
70
– –
-496,874
71
– –
-50,000
72
– –
-100,000
73
– –
-114,922
74
– –
-30,698
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