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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$30.2M
3
+$25.5M
4
ICLR icon
Icon
ICLR
+$16.5M
5
CGNX icon
Cognex
CGNX
+$6.3M

Top Sells

1
+$15.2M
2
+$13.8M
3
+$9.44M
4
WMT icon
Walmart
WMT
+$8.41M
5
CERN
Cerner Corp
CERN
+$7.55M

Sector Composition

1 Technology 28.21%
2 Consumer Discretionary 15.09%
3 Healthcare 13.29%
4 Industrials 12.72%
5 Financials 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$899K 0.06%
16,757
+950
152
$892K 0.06%
+7,538
153
$881K 0.06%
10,634
+1,424
154
$877K 0.06%
+3,586
155
$867K 0.06%
3,554
+48
156
$836K 0.06%
20,446
+4,109
157
$801K 0.05%
2,537
+169
158
$797K 0.05%
6,425
-316
159
$788K 0.05%
9,889
+747
160
$780K 0.05%
5,395
-390
161
$771K 0.05%
+23,384
162
$770K 0.05%
7,401
-36,075
163
$770K 0.05%
+7,274
164
– –
-95,952
165
– –
-30,404
166
– –
-57,445
167
– –
-7,687
168
– –
-4,198
169
– –
-12,440
170
– –
-185,706
171
– –
-6,297
172
– –
-41,467
173
– –
-105,000
174
– –
-117,913
3 4 5 6
7