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
$713M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$18.9M
3 +$18.5M
4
MDT icon
Medtronic
MDT
+$16.5M
5
IPGP icon
IPG Photonics
IPGP
+$15.6M

Top Sells

1 +$4.65M
2 +$4.51M
3 +$4.41M

Sector Composition

1 Consumer Discretionary 24.09%
2 Technology 19.02%
3 Healthcare 13.72%
4 Financials 13.66%
5 Industrials 12.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.8M 5.73%
1,159,449
+537,799
2
$30.7M 4.31%
131,500
+67,000
3
$28.4M 3.98%
+392,200
4
$23.8M 3.34%
94,764
+43,764
5
$19.9M 2.8%
185,530
+22,530
6
$19.8M 2.78%
201,000
7
$19.7M 2.76%
115,000
8
$18.5M 2.59%
+105,344
9
$18.2M 2.55%
184,500
+10,000
10
$17.3M 2.42%
165,670
+66,000
11
$16.5M 2.31%
+205,272
12
$16.1M 2.26%
312,420
+131,940
13
$15.8M 2.22%
377,808
+197,808
14
$14.9M 2.1%
41,937
15
$14.5M 2.03%
80,000
16
$13.5M 1.9%
22,860
+22,830
17
$13.2M 1.86%
115,000
18
$12.7M 1.78%
72,500
+4,000
19
$12.5M 1.76%
284,100
+25,000
20
$12.1M 1.69%
208,272
+13,272
21
$11.5M 1.62%
500,000
22
$11.5M 1.61%
47,000
23
$11.2M 1.57%
226,700
24
$11.1M 1.55%
388,129
25
$11M 1.54%
535,555