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
$450M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.37M
3
+$4.96M
4
SBUX icon
Starbucks
SBUX
+$4.44M
5
ALGN icon
Align Technology
ALGN
+$3.89M

Top Sells

1
+$13.5M
2
+$7.01M
3
+$4.99M
4
AMWD icon
American Woodmark
AMWD
+$4.48M
5
HDB icon
HDFC Bank
HDB
+$4.19M

Sector Composition

1 Consumer Discretionary 26.6%
2 Financials 15.13%
3 Healthcare 14.27%
4 Technology 13.17%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 3.38%
315,429
2
$14.2M 3.15%
15,700
3
$13.1M 2.9%
375,741
-30,000
4
$12.5M 2.77%
519,850
-75,000
5
$12.5M 2.77%
495,517
+431,617
6
$12.4M 2.75%
421,105
-137,130
7
$12.4M 2.75%
259,000
8
$11.9M 2.64%
115,000
9
$11.5M 2.55%
115,000
10
$11.2M 2.49%
239,500
-85,390
11
$10.7M 2.38%
99,670
12
$10.6M 2.36%
540,000
13
$9.61M 2.13%
316,700
-138,100
14
$9.37M 2.08%
250,000
15
$9.33M 2.07%
94,500
+22,500
16
$8.84M 1.96%
1,040,600
17
$8.8M 1.95%
116,907
-59,500
18
$8.65M 1.92%
90,000
+40,500
19
$8.64M 1.92%
535,555
20
$8.57M 1.9%
47,000
+13,000
21
$8.2M 1.82%
549,365
22
$8.12M 1.8%
282,500
-49,500
23
$8.01M 1.78%
213,634
24
$7.94M 1.76%
219,000
25
$7.91M 1.76%
55,000
1
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