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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$30.2M
3
+$25.5M
4
ICLR icon
Icon
ICLR
+$16.5M
5
CGNX icon
Cognex
CGNX
+$6.3M

Top Sells

1
+$15.2M
2
+$13.8M
3
+$9.44M
4
WMT icon
Walmart
WMT
+$8.41M
5
CERN
Cerner Corp
CERN
+$7.55M

Sector Composition

1 Technology 28.21%
2 Consumer Discretionary 15.09%
3 Healthcare 13.29%
4 Industrials 12.72%
5 Financials 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.3M 5.43%
478,380
+23,760
2
$64M 4.22%
510,420
+27,340
3
$55.1M 3.64%
402,416
+19,367
4
$52.5M 3.47%
183,272
-1,520
5
$51.5M 3.4%
291,068
-2,740
6
$49.3M 3.26%
181,997
+11,377
7
$40.5M 2.68%
111,018
+82,598
8
$33.9M 2.24%
116,347
+1,356
9
$32.4M 2.14%
238,306
-2,700
10
$32.4M 2.14%
+126,000
11
$30.3M 2%
155,069
-37,590
12
$25.7M 1.69%
80,500
13
$25.5M 1.68%
+205,272
14
$25.4M 1.68%
200,365
-2,700
15
$23.3M 1.54%
67,018
+7,171
16
$23M 1.52%
883,000
17
$22.4M 1.48%
14,387
18
$22.1M 1.46%
183,900
19
$21.6M 1.43%
59,400
20
$21.2M 1.4%
86,023
+3,523
21
$20.6M 1.36%
184,134
+3,118
22
$20.4M 1.35%
494,800
-3,464
23
$19.8M 1.31%
233,456
+20,100
24
$18.5M 1.22%
155,000
25
$17.9M 1.18%
22,284
+277
1
2 3 4 5