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
$904M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$15.7M
3 +$6.1M
4
EMN icon
Eastman Chemical
EMN
+$2.35M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$1.19M

Top Sells

1 +$10.3M
2 +$5.77M
3 +$5.7M
4
TXN icon
Texas Instruments
TXN
+$3.9M
5
WSO icon
Watsco Inc
WSO
+$2.72M

Sector Composition

1 Technology 27.69%
2 Consumer Discretionary 16.73%
3 Industrials 14.08%
4 Financials 12.06%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.32M 0.59%
107,317
-4,124
52
$4.95M 0.55%
45,040
-1,862
53
$4.77M 0.53%
56,616
+27,832
54
$4.69M 0.52%
58,928
-2,436
55
$4.64M 0.51%
37,847
-1,029
56
$4.48M 0.5%
11,619
-329
57
$4.18M 0.46%
14,994
-1,176
58
$4M 0.44%
39,913
-292
59
$3.94M 0.44%
27,235
-348
60
$3.71M 0.41%
10,736
-209
61
$3.63M 0.4%
69,603
-4,772
62
$3.46M 0.38%
35,290
-4,402
63
$3.37M 0.37%
48,584
+1,486
64
$3.35M 0.37%
43,498
+158
65
$3.16M 0.35%
13,086
-309
66
$3.13M 0.35%
15,532
+113
67
$3.04M 0.34%
15,202
-627
68
$2.82M 0.31%
217,056
-17,024
69
$2.68M 0.3%
47,275
-3,384
70
$2.66M 0.29%
83,471
-3,192
71
$2.65M 0.29%
14,790
-1,160
72
$2.56M 0.28%
33,591
-2,627
73
$2.51M 0.28%
30,266
+2,619
74
$2.2M 0.24%
45,970
-3,178
75
$2.19M 0.24%
72,320
+30,850