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
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$10.1M
3
+$8.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.06M
5
BAM icon
Brookfield Asset Management
BAM
+$7.98M

Top Sells

1
+$20.2M
2
+$18.6M
3
+$18.1M
4
MSFT icon
Microsoft
MSFT
+$17.8M
5
NVDA icon
NVIDIA
NVDA
+$17.1M

Sector Composition

1 Technology 30.9%
2 Healthcare 13.1%
3 Financials 12.77%
4 Consumer Discretionary 12.18%
5 Industrials 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.8M 5.62%
185,670
-38,904
2
$83M 5.5%
383,099
-85,690
3
$76.4M 5.06%
614,495
-137,655
4
$75.4M 4.99%
382,124
-92,037
5
$75.3M 4.99%
408,311
-77,857
6
$42.4M 2.81%
84,079
+4,243
7
$34.3M 2.27%
118,510
-5,065
8
$34.2M 2.27%
+37,430
9
$34M 2.25%
83,828
+19,900
10
$32.3M 2.14%
73,852
-2,742
11
$31.6M 2.09%
192,550
+37,980
12
$30.7M 2.04%
36,316
+3,938
13
$26M 1.72%
123,818
+30,402
14
$24.8M 1.64%
53,586
-26,702
15
$22.9M 1.52%
111,491
+26,392
16
$22.6M 1.49%
85,669
+18,571
17
$20.2M 1.34%
78,967
+7,785
18
$19.9M 1.32%
40,157
+8,937
19
$18.1M 1.2%
103,909
-10,751
20
$17.2M 1.14%
54,213
-24,047
21
$16.5M 1.09%
531,954
-18,912
22
$16.1M 1.06%
82,782
+2,478
23
$14.9M 0.99%
44,455
+10,308
24
$13.9M 0.92%
118,980
-3,502
25
$13.7M 0.91%
18,091
+483
1
2 3 4 5