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
101
$1.17M 0.12%
23,038
+2,798
102
$1.15M 0.12%
7,086
+1,039
103
$1.13M 0.11%
7,293
+971
104
$1.09M 0.11%
36,833
+3,190
105
$1.07M 0.11%
5,383
+87
106
$1.04M 0.1%
33,394
+8,813
107
$1.03M 0.1%
13,628
-403
108
$1M 0.1%
4,198
+165
109
$984K 0.1%
2,732
+457
110
$959K 0.1%
3,492
+394
111
$929K 0.09%
10,137
-29
112
$900K 0.09%
65,659
+5,687
113
$848K 0.08%
4,404
+183
114
$839K 0.08%
7,992
+1,638
115
$838K 0.08%
3,132
+120
116
$813K 0.08%
7,679
-76
117
$799K 0.08%
4,265
-17
118
$747K 0.07%
1,924
119
$705K 0.07%
6,960
+1,756
120
$687K 0.07%
19,832
+12
121
$674K 0.07%
5,103
-296
122
$668K 0.07%
5,000
123
$665K 0.07%
4,741
+1,049
124
$657K 0.07%
2,801
+582
125
$638K 0.06%
12,155
-2,892
3 4
5
6 7