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
$1.39B
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$16.7M
3
+$11M
4
JNJ icon
Johnson & Johnson
JNJ
+$9.44M
5
WMT icon
Walmart
WMT
+$8.41M

Top Sells

1
+$29.5M
2
+$24M
3
+$14.7M
4
MA icon
Mastercard
MA
+$13.1M
5
LSTR icon
Landstar System
LSTR
+$12.6M

Sector Composition

1 Technology 25.18%
2 Consumer Discretionary 18.28%
3 Industrials 12.61%
4 Healthcare 11.45%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$764K 0.06%
14,232
+840
152
$758K 0.05%
6,741
+392
153
$757K 0.05%
9,210
+210
154
$756K 0.05%
1,286
+56
155
$745K 0.05%
2,368
-494
156
$717K 0.05%
5,785
-64
157
$711K 0.05%
+16,337
158
$702K 0.05%
+19,040
159
– –
-1,883
160
– –
-3,182
161
– –
-126,000
162
– –
-141,600
163
– –
-20,964
164
– –
-205,272
165
– –
-54,000
166
– –
-6,680
3 4 5 6
7