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
$904M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.7M
3
+$6.1M
4
EMN icon
Eastman Chemical
EMN
+$2.35M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$1.19M

Top Sells

1
+$10.3M
2
+$5.77M
3
+$5.7M
4
TXN icon
Texas Instruments
TXN
+$3.9M
5
WSO icon
Watsco Inc
WSO
+$2.72M

Sector Composition

1 Technology 27.69%
2 Consumer Discretionary 16.73%
3 Industrials 14.08%
4 Financials 12.06%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.5M 6.47%
354,796
-5,512
2
$48.1M 5.32%
166,851
-1,591
3
$45.9M 5.08%
441,452
-6,549
4
$43.6M 4.83%
422,244
-2,522
5
$34.8M 3.85%
154,899
-5,025
6
$34.4M 3.8%
94,610
-2,387
7
$33.9M 3.75%
106,602
-8,554
8
$17.8M 1.97%
128,034
-2,910
9
$17.2M 1.91%
65,960
-2,172
10
$16.6M 1.84%
616,968
-19,948
11
$16.2M 1.79%
+255,574
12
$15.9M 1.76%
153,157
-3,101
13
$15.7M 1.73%
+11,885
14
$15.6M 1.72%
71,138
-2,411
15
$15.2M 1.68%
49,936
-1,359
16
$14.9M 1.65%
537,140
-10,440
17
$14.9M 1.65%
48,320
-230
18
$14.9M 1.65%
30,020
-575
19
$14.3M 1.59%
69,114
+199
20
$14.1M 1.56%
66,100
-1,500
21
$13.8M 1.53%
65,084
-550
22
$13.8M 1.53%
69,039
-1,494
23
$13.4M 1.48%
18,552
-375
24
$13.3M 1.47%
77,598
-1,770
25
$11.6M 1.28%
174,004
-3,960
1
2 3 4 5