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
$1.12B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$8.65M
3
+$7.25M
4
WAT icon
Waters Corp
WAT
+$4.9M
5
ICLR icon
Icon
ICLR
+$4.79M

Top Sells

1
+$5.51M
2
+$5.32M
3
+$2.98M
4
XPO icon
XPO
XPO
+$2.66M
5
LSTR icon
Landstar System
LSTR
+$1.18M

Sector Composition

1 Technology 29.1%
2 Consumer Discretionary 15.72%
3 Financials 13.95%
4 Industrials 12.22%
5 Healthcare 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.5M 6.54%
378,754
+23,958
2
$60.9M 5.42%
178,969
+12,118
3
$56.7M 5.04%
434,811
+12,567
4
$55.1M 4.9%
455,213
+13,761
5
$39.5M 3.52%
103,598
-3,004
6
$37.1M 3.3%
94,355
-255
7
$29.4M 2.61%
150,440
-4,459
8
$24.6M 2.19%
580,980
+43,840
9
$21.3M 1.9%
85,244
+19,144
10
$19.5M 1.74%
74,543
+5,429
11
$18.8M 1.68%
65,645
+561
12
$17.9M 1.59%
124,930
-3,104
13
$17.6M 1.57%
597,518
-19,450
14
$17.6M 1.57%
51,602
+3,282
15
$16.3M 1.45%
30,249
+229
16
$15.6M 1.39%
48,444
-1,492
17
$15.1M 1.34%
69,107
-2,031
18
$15.1M 1.34%
152,100
-1,057
19
$14.8M 1.32%
63,852
-2,108
20
$14.8M 1.31%
69,871
+832
21
$14.3M 1.28%
18,284
-268
22
$14.1M 1.25%
249,363
-6,211
23
$13.7M 1.22%
11,597
-288
24
$12.7M 1.13%
75,723
-1,875
25
$12.5M 1.11%
52,610
+3,200
1
2 3 4 5