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
$499M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$988K
3
+$864K
4
COO icon
Cooper Companies
COO
+$237K

Top Sells

1
+$5.37M
2
+$5.11M
3
+$3.48M
4
UA icon
Under Armour Class C
UA
+$3.46M
5
TSCO icon
Tractor Supply
TSCO
+$2.83M

Sector Composition

1 Consumer Discretionary 24.36%
2 Healthcare 14.56%
3 Technology 13.87%
4 Financials 12.29%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 5.45%
1,159,449
2
$25.3M 5.06%
136,500
3
$21.6M 4.33%
116,000
-1,000
4
$16.6M 3.32%
115,000
5
$16.3M 3.28%
340,000
6
$15.5M 3.1%
201,000
7
$14.5M 2.9%
115,000
8
$13.8M 2.77%
177,772
9
$13.5M 2.7%
95,500
10
$13.1M 2.63%
259,000
11
$13M 2.61%
265,429
12
$12.9M 2.58%
80,000
13
$11.5M 2.31%
99,670
14
$11.4M 2.29%
388,129
15
$11.1M 2.23%
167,500
+13,000
16
$11.1M 2.22%
148,000
17
$10.9M 2.19%
226,700
18
$10.9M 2.18%
41,937
+16,000
19
$10.7M 2.14%
540,000
20
$10.5M 2.1%
195,000
21
$9.68M 1.94%
535,555
22
$9.4M 1.88%
55,000
23
$9.16M 1.84%
173,600
24
$8.91M 1.79%
47,000
25
$8.75M 1.75%
64,000
1
2 3