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
$1.34B
AUM Growth
+$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$10.4M
3 +$8.73M
4
CNI icon
Canadian National Railway
CNI
+$8.12M
5
WAT icon
Waters Corp
WAT
+$7.71M

Top Sells

1 +$23.8M
2 +$18.4M
3 +$18.1M
4
HDB icon
HDFC Bank
HDB
+$14.6M
5
JLL icon
Jones Lang LaSalle
JLL
+$9.26M

Sector Composition

1 Technology 28.17%
2 Industrials 14.25%
3 Financials 13.81%
4 Consumer Discretionary 12.93%
5 Healthcare 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$83.6M 6.23%
434,160
+23,379
2
$78.1M 5.82%
207,767
+13,049
3
$68.8M 5.13%
452,983
+1,665
4
$65.1M 4.85%
461,587
-14,637
5
$37.7M 2.81%
88,021
-789
6
$37.5M 2.8%
145,302
-1,462
7
$34.8M 2.59%
703,080
+67,260
8
$32M 2.38%
74,938
-19,560
9
$26.3M 1.96%
74,237
+4,510
10
$23.2M 1.73%
81,812
-83,924
11
$21.7M 1.62%
87,468
+5,985
12
$21.4M 1.6%
60,108
+3,910
13
$20.7M 1.54%
31,360
+733
14
$18.7M 1.39%
71,112
+988
15
$18.5M 1.38%
570,678
-10,190
16
$17.9M 1.33%
119,886
-122,990
17
$17.8M 1.33%
82,418
+35,113
18
$16.1M 1.2%
128,234
+64,657
19
$15.6M 1.16%
60,003
+2,504
20
$15.5M 1.15%
60,980
-1,108
21
$15.4M 1.15%
138,360
+22,290
22
$14.8M 1.1%
142,128
-1,840
23
$14.6M 1.09%
27,687
+1,373
24
$14.5M 1.08%
18,061
-3
25
$13.6M 1.01%
41,302
+23,418