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
126
-875
127
-3,369
128
-1,910
129
-9,622
130
-70,653
131
-6,968
132
-2,855
133
-7,605
134
-7,941
135
-30,900
136
-2,927
137
-5,192
138
-8,969
139
-10,280
140
-3,288
141
-7,081
142
-6,328
143
-3,613
144
-8,664
145
-6,127
146
-7,019
147
-1,200
148
-2,640
149
-685
150
-5,759