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
$746M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$8.25M
2 +$5.25M
3 +$4.98M
4
TUP
Tupperware Brands Corporation
TUP
+$4.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.93M

Top Sells

1 +$13.5M
2 +$8.13M
3 +$5.19M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.54M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Consumer Discretionary 23.13%
2 Technology 19.37%
3 Healthcare 14%
4 Financials 13.33%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$635K 0.09%
+8,676
102
$618K 0.08%
8,104
+892
103
$605K 0.08%
3,689
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104
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105
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3,603
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106
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2,705
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8,990
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108
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109
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111
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4,345
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112
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113
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2,675
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114
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6,153
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115
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1,626
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116
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121
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10,255
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$358K 0.05%
8,313
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123
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830
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$349K 0.05%
2,049
+260