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
$459M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$5.74M
3
+$5.24M
4
WYNN icon
Wynn Resorts
WYNN
+$2.72M
5
WSO icon
Watsco Inc
WSO
+$2.11M

Top Sells

1
+$8.82M
2
+$5.67M
3
+$5.65M
4
MNRK
MONARCH FINANCIAL HOLDINGS INC COM STK
MNRK
+$5.42M
5
WSM icon
Williams-Sonoma
WSM
+$3.49M

Sector Composition

1 Consumer Discretionary 27.81%
2 Financials 18.37%
3 Healthcare 11.76%
4 Technology 11.26%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.42M 0.75%
46,000
52
$3.42M 0.75%
131,935
53
$3.4M 0.74%
243,704
54
$3.27M 0.71%
40,000
+15,000
55
$2.94M 0.64%
39,000
56
$2.81M 0.61%
80,000
57
$2.72M 0.59%
+30,000
58
$2.36M 0.52%
200,000
59
$2.36M 0.51%
77,000
60
$2.3M 0.5%
40,000
61
$2.26M 0.49%
1,833
62
$2.11M 0.46%
+15,000
63
$1.77M 0.39%
90,529
64
$1.61M 0.35%
36,000
+4,000
65
$1.57M 0.34%
+30,600
66
$1.47M 0.32%
313,752
67
$1.44M 0.31%
110,400
-129,517
68
$901K 0.2%
+58,085
69
$894K 0.2%
+100,000
70
$394K 0.09%
+15,000
71
$271K 0.06%
+5,000
72
– –
-140,000
73
– –
-624,780
74
– –
-127,600
75
– –
-65,000
1 2
3
4