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
$1.39B
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$16.7M
3
+$11M
4
JNJ icon
Johnson & Johnson
JNJ
+$9.44M
5
WMT icon
Walmart
WMT
+$8.41M

Top Sells

1
+$29.5M
2
+$24M
3
+$14.7M
4
MA icon
Mastercard
MA
+$13.1M
5
LSTR icon
Landstar System
LSTR
+$12.6M

Sector Composition

1 Technology 25.18%
2 Consumer Discretionary 18.28%
3 Industrials 12.61%
4 Healthcare 11.45%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.3M 5.07%
454,620
+40
2
$50M 3.6%
483,080
-6,780
3
$48.2M 3.47%
184,792
+4,560
4
$46.8M 3.37%
383,049
+6,422
5
$41.8M 3.02%
293,808
+8,220
6
$40.2M 2.9%
170,620
-3,862
7
$39.1M 2.82%
109,859
+102,400
8
$34.5M 2.49%
192,659
+9,660
9
$29.2M 2.1%
241,006
+8,100
10
$27.9M 2.01%
114,991
-776
11
$25.6M 1.85%
121,500
12
$22.3M 1.61%
80,500
13
$22.3M 1.61%
203,065
+8,100
14
$22.2M 1.6%
883,000
15
$22M 1.58%
59,400
16
$21.8M 1.57%
183,900
17
$21.2M 1.53%
14,387
-10,000
18
$19.8M 1.43%
181,016
-227
19
$19M 1.37%
105,903
+8,670
20
$18.4M 1.33%
213,356
+11,700
21
$17.8M 1.28%
498,264
+124,566
22
$17.6M 1.27%
59,847
-5,118
23
$17.3M 1.25%
152,326
+96,990
24
$16.7M 1.21%
+155,000
25
$16.4M 1.18%
210,700
1
2 3 4 5