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
$897M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$2.69M
3
+$2.34M
4
AMZN icon
Amazon
AMZN
+$2.1M
5
ABBV icon
AbbVie
ABBV
+$2.04M

Top Sells

1
+$10.3M
2
+$7.17M
3
+$6.93M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.07M
5
PAYC icon
Paycom
PAYC
+$5.67M

Sector Composition

1 Technology 24.01%
2 Consumer Discretionary 17.83%
3 Healthcare 14.6%
4 Industrials 12.14%
5 Financials 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.9M 4.78%
452,920
+22,200
2
$30.6M 3.41%
135,000
-25,000
3
$29.3M 3.27%
110,834
+1,456
4
$25.9M 2.88%
115,000
5
$25.1M 2.8%
153,696
+14,304
6
$24.8M 2.77%
203,432
+298
7
$23.2M 2.59%
259,206
+800
8
$23M 2.57%
425,500
+22,580
9
$23M 2.56%
182,806
+319
10
$22.7M 2.53%
82,988
+247
11
$20M 2.23%
205,272
12
$18.7M 2.09%
121,500
13
$18.1M 2.02%
215,921
+1,228
14
$17.7M 1.98%
132,201
+11,533
15
$17.3M 1.93%
269,568
+90,480
16
$17.3M 1.93%
132,000
17
$17M 1.9%
121,073
+302
18
$16.6M 1.85%
177,125
+750
19
$15.6M 1.74%
185,600
20
$15.4M 1.72%
311,972
+12,300
21
$14.9M 1.66%
24,387
-3,900
22
$14.7M 1.64%
72,014
+794
23
$14.4M 1.6%
883,000
24
$13.7M 1.53%
210,700
-16,000
25
$13.6M 1.52%
87,220
+17,220
1
2 3 4 5