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
$746M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$5.25M
3
+$4.98M
4
TUP
Tupperware Brands Corporation
TUP
+$4.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.93M

Top Sells

1
+$13.5M
2
+$8.13M
3
+$5.19M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.54M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Consumer Discretionary 23.13%
2 Technology 19.37%
3 Healthcare 14%
4 Financials 13.33%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.3M 5.4%
1,163,237
+3,788
2
$34.4M 4.61%
404,480
+12,280
3
$32.5M 4.35%
94,865
+101
4
$26.8M 3.59%
121,500
-10,000
5
$21M 2.81%
202,522
+1,522
6
$21M 2.81%
106,668
+1,324
7
$19M 2.55%
115,000
8
$18.4M 2.47%
186,050
+1,550
9
$18.4M 2.46%
329,500
+17,080
10
$18.3M 2.46%
185,530
11
$18.2M 2.44%
392,580
+14,772
12
$17.6M 2.36%
205,272
13
$17M 2.28%
102,500
+30,000
14
$14.7M 1.97%
70,000
+25,000
15
$14.3M 1.91%
80,000
16
$12.5M 1.68%
41,937
17
$12.2M 1.64%
135,670
-30,000
18
$12.1M 1.62%
184,929
19
$12.1M 1.62%
47,000
20
$11.9M 1.6%
226,700
21
$11.5M 1.54%
500,000
22
$11.2M 1.5%
115,000
23
$11.1M 1.49%
234,052
24
$11.1M 1.49%
535,555
25
$10.9M 1.46%
185,600
+8,000
1
2 3 4 5