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
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$10.1M
3
+$8.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.06M
5
BAM icon
Brookfield Asset Management
BAM
+$7.98M

Top Sells

1
+$20.2M
2
+$18.6M
3
+$18.1M
4
MSFT icon
Microsoft
MSFT
+$17.8M
5
NVDA icon
NVIDIA
NVDA
+$17.1M

Sector Composition

1 Technology 30.9%
2 Healthcare 13.1%
3 Financials 12.77%
4 Consumer Discretionary 12.18%
5 Industrials 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.17M 0.08%
5,873
+1,451
152
$1.16M 0.08%
21,955
+4,594
153
$1.05M 0.07%
46,748
+10,460
154
$922K 0.06%
24,866
+6,230
155
$840K 0.06%
3,186
+807
156
$712K 0.05%
12,017
+2,945
157
$698K 0.05%
2,925
+709
158
$676K 0.04%
95,207
+23,210
159
$653K 0.04%
6,187
+1,368
160
$594K 0.04%
1,002
+16
161
$578K 0.04%
13,416
+193
162
$473K 0.03%
9,783
+124
163
$460K 0.03%
1,890
-70
164
$441K 0.03%
6,732
+324
165
$426K 0.03%
5,077
-179
166
$410K 0.03%
2,635
-120
167
$404K 0.03%
2,858
-19
168
$403K 0.03%
2,614
-41
169
$398K 0.03%
1,803
-94
170
$372K 0.02%
10,671
+2,262
171
$360K 0.02%
936
-21
172
$356K 0.02%
1,599
-64
173
$349K 0.02%
2,030
-7
174
$344K 0.02%
46
-4
175
$333K 0.02%
2,408
-42
5 6
7
8 9