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
$463M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1M
3
+$1M
4
JLL icon
Jones Lang LaSalle
JLL
+$596K
5
SPLK
Splunk Inc
SPLK
+$580K

Top Sells

1
+$17M
2
+$16.3M
3
+$15.4M
4
ALGN icon
Align Technology
ALGN
+$14.4M
5
MDT icon
Medtronic
MDT
+$13.8M

Sector Composition

1 Consumer Discretionary 25.11%
2 Technology 13.71%
3 Healthcare 10.78%
4 Financials 10.5%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 4.26%
621,650
-537,799
2
$18.8M 4.06%
115,000
3
$17.3M 3.75%
115,000
4
$17M 3.68%
201,000
5
$14.5M 3.12%
174,500
+7,000
6
$14M 3.02%
265,429
7
$13.8M 2.98%
64,500
-72,000
8
$13.6M 2.94%
80,000
9
$13.2M 2.85%
41,937
10
$13.1M 2.83%
163,000
+15,000
11
$13M 2.82%
259,100
+100
12
$13M 2.8%
99,670
13
$11.5M 2.49%
226,700
14
$11.3M 2.45%
51,000
-65,000
15
$11.2M 2.42%
195,000
16
$10.5M 2.26%
500,000
-40,000
17
$10.4M 2.26%
388,129
18
$10.3M 2.22%
47,000
19
$10.2M 2.21%
535,555
20
$10.2M 2.2%
68,500
+4,000
21
$9.71M 2.1%
55,000
22
$9.44M 2.04%
180,480
23
$9.13M 1.97%
64,000
24
$9M 1.94%
7,900
25
$8.93M 1.93%
30
1
2 3