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
$866M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$4.45M
3
+$2.21M
4
MSFT icon
Microsoft
MSFT
+$2.16M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.12M

Top Sells

1
+$8.07M
2
+$7.76M
3
+$4.14M
4
PAYC icon
Paycom
PAYC
+$3.45M
5
TPH icon
Tri Pointe Homes
TPH
+$1.31M

Sector Composition

1 Technology 24.06%
2 Consumer Discretionary 17.47%
3 Healthcare 15.55%
4 Industrials 11.52%
5 Financials 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.4M 4.43%
430,720
-1,660
2
$30.3M 3.5%
160,000
-18,230
3
$25.8M 2.97%
109,378
+2,309
4
$23.6M 2.73%
402,920
+36,200
5
$23.5M 2.72%
82,741
+205
6
$23M 2.65%
115,000
7
$22.7M 2.63%
182,487
+294
8
$21.1M 2.44%
203,134
+294
9
$20M 2.31%
139,392
+31,040
10
$19.4M 2.24%
258,406
+8,000
11
$18.7M 2.16%
205,272
12
$18.6M 2.15%
120,771
+3,020
13
$18.4M 2.13%
121,500
14
$18.2M 2.1%
980,183
15
$16M 1.84%
214,693
+2,613
16
$15.7M 1.82%
176,375
+7,500
17
$14.8M 1.71%
132,000
18
$14.4M 1.66%
28,287
19
$14.2M 1.64%
120,668
+18,310
20
$14.2M 1.64%
299,672
+46,604
21
$14.2M 1.64%
883,000
22
$14M 1.62%
71,220
+1,311
23
$13.7M 1.59%
185,600
24
$13.1M 1.52%
226,700
25
$11.7M 1.36%
113,106
+2,454
1
2 3 4 5