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
$483M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.48M
3
+$6.71M
4
MELI icon
Mercado Libre
MELI
+$5.25M
5
MA icon
Mastercard
MA
+$4.86M

Top Sells

1
+$8.13M
2
+$7.72M
3
+$7.61M
4
PNRA
Panera Bread Co
PNRA
+$6.68M
5
AMWD icon
American Woodmark
AMWD
+$6.33M

Sector Composition

1 Consumer Discretionary 25.1%
2 Healthcare 15.7%
3 Technology 13.6%
4 Financials 11.53%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 5.37%
1,159,449
+202,398
2
$19.8M 4.1%
136,500
3
$17.6M 3.64%
117,000
-40,500
4
$16.5M 3.41%
340,000
5
$15.8M 3.27%
177,772
+44,000
6
$15.7M 3.24%
201,000
7
$15.5M 3.22%
115,000
8
$13.5M 2.8%
265,429
-50,000
9
$13.2M 2.73%
259,000
10
$12.3M 2.56%
80,000
+61,500
11
$12M 2.49%
115,000
12
$11.6M 2.4%
95,500
+40,000
13
$11.4M 2.36%
195,000
+115,000
14
$10.6M 2.2%
388,129
15
$10.2M 2.12%
540,000
16
$10.2M 2.12%
99,670
17
$10.1M 2.1%
+148,000
18
$9.87M 2.05%
47,000
19
$9.86M 2.04%
226,700
-90,000
20
$9.35M 1.94%
173,600
+59,300
21
$8.79M 1.82%
154,500
22
$8.51M 1.76%
535,555
23
$8.47M 1.76%
141,600
24
$8.47M 1.75%
64,000
25
$8.3M 1.72%
55,000
1
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