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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$30.2M
3
+$25.5M
4
ICLR icon
Icon
ICLR
+$16.5M
5
CGNX icon
Cognex
CGNX
+$6.3M

Top Sells

1
+$15.2M
2
+$13.8M
3
+$9.44M
4
WMT icon
Walmart
WMT
+$8.41M
5
CERN
Cerner Corp
CERN
+$7.55M

Sector Composition

1 Technology 28.21%
2 Consumer Discretionary 15.09%
3 Healthcare 13.29%
4 Industrials 12.72%
5 Financials 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.93M 0.66%
300,000
52
$9.41M 0.62%
23,504
+3,202
53
$8.88M 0.59%
55,000
54
$8.6M 0.57%
65,414
55
$8.19M 0.54%
72,500
56
$8.11M 0.54%
25,430
+3,270
57
$7.93M 0.52%
45,103
+21,975
58
$7.49M 0.49%
27,342
-1,470
59
$6.79M 0.45%
53,304
-2,860
60
$6.71M 0.44%
11,461
+1,316
61
$6.69M 0.44%
42,968
-2,310
62
$6.37M 0.42%
82,124
-4,410
63
$6.3M 0.42%
+75,000
64
$6.11M 0.4%
168,530
-9,060
65
$5.79M 0.38%
40,602
-2,180
66
$5.72M 0.38%
79,099
-4,250
67
$5.68M 0.38%
61,171
-3,284
68
$5.66M 0.37%
100,878
+10,474
69
$5.6M 0.37%
22,921
+2,111
70
$5.46M 0.36%
53,196
-2,860
71
$5.45M 0.36%
10,309
+294
72
$5.42M 0.36%
128,353
-6,900
73
$5.29M 0.35%
440,893
-23,700
74
$5.2M 0.34%
+227,050
75
$5.14M 0.34%
33,249
-5,529
1 2
3
4 5