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
$746M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$5.25M
3
+$4.98M
4
TUP
Tupperware Brands Corporation
TUP
+$4.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.93M

Top Sells

1
+$13.5M
2
+$8.13M
3
+$5.19M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.54M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Consumer Discretionary 23.13%
2 Technology 19.37%
3 Healthcare 14%
4 Financials 13.33%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.55%
70,790
+10,790
52
$4.06M 0.54%
80,000
+25,000
53
$3.85M 0.52%
46,000
54
$3.81M 0.51%
110,400
55
$3.8M 0.51%
+36,458
56
$3.71M 0.5%
89,100
-195,000
57
$3.69M 0.5%
307,000
58
$3.58M 0.48%
199,600
+29,600
59
$3.57M 0.48%
124,832
60
$3.43M 0.46%
28,297
+2,943
61
$3.43M 0.46%
224,000
62
$3.18M 0.43%
24,039
+3,228
63
$3.06M 0.41%
+108,469
64
$3.05M 0.41%
10,567
+567
65
$2.9M 0.39%
+50,000
66
$2.89M 0.39%
60,000
67
$2.53M 0.34%
10,314
+1,282
68
$2.5M 0.34%
25,000
69
$2.46M 0.33%
35,938
70
$2.41M 0.32%
12,373
+1,839
71
$2.35M 0.32%
+40,000
72
$2.1M 0.28%
+147,955
73
$1.96M 0.26%
120,000
+20,000
74
$1.93M 0.26%
43,699
+4,790
75
$1.75M 0.23%
4,466
+521
1 2
3
4 5