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
76
$1.69M 0.22%
30,505
+6,798
77
$1.68M 0.22%
22,442
-113
78
$1.67M 0.22%
11,868
-3
79
$1.61M 0.21%
16,820
-145
80
$1.59M 0.21%
45,585
-1,410
81
$1.51M 0.2%
10,000
82
$1.5M 0.2%
35,386
-305
83
$1.49M 0.19%
33,284
-286
84
$1.47M 0.19%
12,904
+828
85
$1.41M 0.18%
59,290
-10,400
86
$1.34M 0.17%
565,932
-4,878
87
$1.32M 0.17%
22,191
-278
88
$1.3M 0.17%
15,489
+1,151
89
$1.28M 0.17%
+28,765
90
$1.24M 0.16%
16,704
-144
91
$1.17M 0.15%
274,993
+42,130
92
$1.15M 0.15%
5,150
+328
93
$1.13M 0.15%
26,798
-231
94
$1.12M 0.15%
4,865
+488
95
$1.11M 0.14%
23,070
+13,207
96
$1.1M 0.14%
7,630
+483
97
$1.05M 0.14%
6,047
-173
98
$1.04M 0.14%
+2,370
99
$1.04M 0.13%
8,802
+661
100
$1.03M 0.13%
24,929
-60,000
2 3
4
5 6