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
76
$5.01M 0.33%
54,602
-1,860
77
$4.76M 0.31%
99,810
+6,260
78
$4.68M 0.31%
45,786
-2,460
79
$4.61M 0.3%
124,000
80
$4.54M 0.3%
+110,170
81
$4.51M 0.3%
31,169
+3,058
82
$4.26M 0.28%
26,970
+24,123
83
$3.86M 0.26%
+14,240
84
$3.74M 0.25%
55,982
+6,809
85
$3.7M 0.24%
98,809
-200,310
86
$3.61M 0.24%
16,395
+1,866
87
$3.59M 0.24%
49,026
+4,654
88
$3.45M 0.23%
14,149
+1,741
89
$3.42M 0.23%
+47,038
90
$3.34M 0.22%
+274,000
91
$3.25M 0.21%
6,632
+236
92
$3.06M 0.2%
53,943
-2,900
93
$2.98M 0.2%
39,357
-3,793
94
$2.83M 0.19%
17,032
+1,644
95
$2.78M 0.18%
+8,000
96
$2.76M 0.18%
33,034
+3,757
97
$2.68M 0.18%
6,919
-272
98
$2.66M 0.18%
53,471
-2,870
99
$2.64M 0.17%
10,819
-581
100
$2.63M 0.17%
8,583
+615
2 3
4
5 6