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
$999M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$2.78M
3
+$2.27M
4
META icon
Meta Platforms (Facebook)
META
+$1.79M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$1.06M

Top Sells

1
+$6.11M
2
+$5.49M
3
+$3.57M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.55M
5
COST icon
Costco
COST
+$3.03M

Sector Composition

1 Technology 28.66%
2 Consumer Discretionary 17.19%
3 Healthcare 13.77%
4 Industrials 10.51%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.23%
73,230
+13,940
77
$2.22M 0.22%
37,032
+5,940
78
$2.15M 0.22%
10,000
79
$2.12M 0.21%
12,537
+669
80
$2.07M 0.21%
18,415
+1,595
81
$2.03M 0.2%
31,272
-36,952
82
$1.97M 0.2%
671,232
+58,135
83
$1.85M 0.18%
38,741
+3,355
84
$1.8M 0.18%
23,387
+945
85
$1.7M 0.17%
619,590
+53,658
86
$1.67M 0.17%
12,788
-116
87
$1.57M 0.16%
18,288
+1,584
88
$1.56M 0.16%
23,975
+1,784
89
$1.46M 0.15%
301,063
+26,070
90
$1.43M 0.14%
4,919
+623
91
$1.43M 0.14%
4,817
-48
92
$1.42M 0.14%
3,501
+35
93
$1.31M 0.13%
24,929
94
$1.31M 0.13%
7,822
+192
95
$1.3M 0.13%
5,587
+437
96
$1.29M 0.13%
5,109
+1,152
97
$1.27M 0.13%
6,675
+1,146
98
$1.26M 0.13%
790
+30
99
$1.25M 0.13%
25,250
+2,180
100
$1.18M 0.12%
8,619
-183
2 3
4
5 6