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
76
$2.14M 0.24%
28,759
-198
77
$2.13M 0.24%
40,733
-783
78
$2.01M 0.22%
61,422
-1,395
79
$1.95M 0.22%
57,713
-3,966
80
$1.95M 0.22%
17,834
-1,392
81
$1.93M 0.21%
39,780
-3,116
82
$1.73M 0.19%
13,888
-261
83
$1.69M 0.19%
13,928
-5,322
84
$1.6M 0.18%
81,217
-5,446
85
$1.59M 0.18%
18,557
-685
86
$1.46M 0.16%
16,589
+256
87
$1.39M 0.15%
34,591
-2,372
88
$1.37M 0.15%
25,404
-970
89
$1.36M 0.15%
143,836
+41,606
90
$1.35M 0.15%
42,719
-828
91
$1.33M 0.15%
54,550
+3,272
92
$1.28M 0.14%
19,331
-632
93
$1.27M 0.14%
10,148
-279
94
$1.26M 0.14%
12,083
-234
95
$1.19M 0.13%
+19,248
96
$937K 0.1%
38,049
-2,805
97
$898K 0.1%
18,445
-1,110
98
$883K 0.1%
13,681
-261
99
$875K 0.1%
12,742
-243
100
$864K 0.1%
22,964
+396