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
$772M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.3M
3
+$3.57M
4
WSO icon
Watsco Inc
WSO
+$3.14M
5
ABBV icon
AbbVie
ABBV
+$2.09M

Top Sells

1
+$9.31M
2
+$8.4M
3
+$7.25M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$5.67M
5
PCTY icon
Paylocity
PCTY
+$5.32M

Sector Composition

1 Technology 26.91%
2 Consumer Discretionary 16.12%
3 Healthcare 14.68%
4 Industrials 10.61%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.51%
379,029
52
$3.57M 0.46%
+66,000
53
$3.51M 0.46%
334,913
+27,462
54
$3.39M 0.44%
18,142
-685
55
$3.15M 0.41%
32,574
+1,369
56
$2.75M 0.36%
17,052
-147
57
$2.73M 0.35%
68,224
-588
58
$2.69M 0.35%
8,450
+131
59
$2.68M 0.35%
60,117
+9,482
60
$2.64M 0.34%
34,662
-20,126
61
$2.52M 0.33%
6,714
-1,087
62
$2.51M 0.33%
30,895
-266
63
$2.28M 0.3%
346,600
-79,200
64
$2.24M 0.29%
40,149
+490
65
$2.15M 0.28%
10,612
+283
66
$2.1M 0.27%
124,000
-100,000
67
$2.09M 0.27%
+27,444
68
$2.09M 0.27%
14,485
-833
69
$2.05M 0.27%
49,349
-425
70
$2.02M 0.26%
57,935
+19,255
71
$1.98M 0.26%
23,922
-2,644
72
$1.96M 0.25%
33,176
-286
73
$1.94M 0.25%
38,316
-330
74
$1.87M 0.24%
31,092
-2,160
75
$1.77M 0.23%
613,097
+79,715
1 2
3
4 5