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
$1.39B
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$16.7M
3
+$11M
4
JNJ icon
Johnson & Johnson
JNJ
+$9.44M
5
WMT icon
Walmart
WMT
+$8.41M

Top Sells

1
+$29.5M
2
+$24M
3
+$14.7M
4
MA icon
Mastercard
MA
+$13.1M
5
LSTR icon
Landstar System
LSTR
+$12.6M

Sector Composition

1 Technology 25.18%
2 Consumer Discretionary 18.28%
3 Industrials 12.61%
4 Healthcare 11.45%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.65M 0.62%
65,414
52
$8.42M 0.61%
55,000
53
$8.41M 0.61%
+185,706
54
$8.02M 0.58%
43,476
+35,799
55
$7.8M 0.56%
28,812
+4,410
56
$7.55M 0.54%
20,302
-1,035
57
$7.55M 0.54%
105,000
58
$7.45M 0.54%
558,240
-26,240
59
$6.87M 0.5%
56,462
+5,580
60
$6.76M 0.49%
22,160
-3,259
61
$6.4M 0.46%
135,253
+20,700
62
$6.02M 0.43%
56,164
+8,580
63
$5.84M 0.42%
64,455
+9,850
64
$5.79M 0.42%
+90,404
65
$5.75M 0.41%
177,590
-127,820
66
$5.75M 0.41%
45,278
+6,930
67
$5.71M 0.41%
42,782
+6,540
68
$5.62M 0.4%
56,056
+8,580
69
$5.34M 0.38%
86,534
+13,230
70
$5.33M 0.38%
83,349
+12,750
71
$5.22M 0.38%
10,015
-65
72
$5.15M 0.37%
38,778
+2,017
73
$4.82M 0.35%
10,145
-914
74
$4.69M 0.34%
28,420
-79,141
75
$4.65M 0.33%
464,593
+71,100
1 2
3
4 5