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
$1.56B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$4.47M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$1.94M
5
MCO icon
Moody's
MCO
+$1.87M

Top Sells

1
+$12.2M
2
+$5.33M
3
+$4.4M
4
CDLX icon
Cardlytics
CDLX
+$2.86M
5
SPGI icon
S&P Global
SPGI
+$2.63M

Sector Composition

1 Technology 29%
2 Consumer Discretionary 14.76%
3 Industrials 12.7%
4 Healthcare 12.44%
5 Financials 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.6M 5.22%
489,520
+5,240
2
$75.6M 4.83%
522,440
-440
3
$75.2M 4.81%
423,290
+10,899
4
$65.2M 4.17%
193,922
+2,099
5
$56.7M 3.62%
181,156
-1,660
6
$45.1M 2.89%
287,380
-2,866
7
$40M 2.56%
111,451
+1,814
8
$35.8M 2.29%
94,000
-32,000
9
$34.5M 2.21%
128,193
-1,465
10
$31.2M 2%
80,284
-216
11
$28.2M 1.8%
881,136
-1,864
12
$27.4M 1.75%
77,847
+8,820
13
$24.8M 1.58%
80,000
14
$24.6M 1.57%
59,324
-76
15
$24.2M 1.55%
71,941
-1,291
16
$24.2M 1.54%
494,800
17
$22.4M 1.43%
86,049
-295
18
$22.3M 1.43%
118,224
+113
19
$22.1M 1.41%
183,900
20
$21.7M 1.39%
185,278
+741
21
$21.2M 1.36%
205,272
22
$21.1M 1.35%
155,000
23
$20.2M 1.29%
237,764
-5,879
24
$19.6M 1.25%
34,489
+519
25
$19.4M 1.24%
14,387
1
2 3 4 5