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
101
$1.02M 0.13%
760
+70
102
$1.02M 0.13%
4,296
-341
103
$1.01M 0.13%
+7,395
104
$993K 0.13%
3,466
+209
105
$968K 0.13%
20,240
-228
106
$953K 0.12%
3,012
-186
107
$913K 0.12%
5,529
-477
108
$858K 0.11%
59,972
-517
109
$835K 0.11%
14,031
+887
110
$825K 0.11%
5,296
+405
111
$821K 0.11%
10,166
+642
112
$766K 0.1%
6,322
-774
113
$718K 0.09%
7,755
+354
114
$715K 0.09%
5,000
115
$686K 0.09%
24,581
-5,684
116
$667K 0.09%
33,643
-290
117
$655K 0.08%
3,098
-23
118
$647K 0.08%
4,221
-504
119
$630K 0.08%
+4,033
120
$604K 0.08%
2,275
-378
121
$600K 0.08%
1,924
+62
122
$583K 0.08%
41,847
+1,566
123
$578K 0.07%
3,957
-753
124
$564K 0.07%
6,281
+395
125
$558K 0.07%
19,820
+1,296
3 4
5
6 7