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
$1.69B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$18.5M
3
+$17.7M
4
NVDA icon
NVIDIA
NVDA
+$13.8M
5
DXCM icon
DexCom
DXCM
+$11.3M

Top Sells

1
+$4.03M
2
+$3.81M
3
+$3.16M
4
FAST icon
Fastenal
FAST
+$2.58M
5
MSCI icon
MSCI
MSCI
+$2.49M

Sector Composition

1 Technology 30.09%
2 Financials 13.4%
3 Consumer Discretionary 12.59%
4 Healthcare 12.59%
5 Industrials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 6.22%
465,026
+81,927
2
$95.8M 5.66%
227,715
+42,045
3
$85.7M 5.06%
732,104
+117,609
4
$81.4M 4.81%
439,669
+57,545
5
$77.4M 4.57%
459,632
+51,321
6
$46.1M 2.73%
80,042
-4,037
7
$43.5M 2.57%
108,966
-9,544
8
$39.7M 2.35%
86,878
+3,050
9
$36.8M 2.18%
74,153
+301
10
$34.5M 2.04%
39,005
+1,575
11
$33.2M 1.96%
128,569
+4,751
12
$32.2M 1.9%
36,695
+379
13
$31.5M 1.86%
187,958
-4,592
14
$28.8M 1.7%
+354,716
15
$26M 1.54%
52,528
-1,058
16
$24.3M 1.43%
41,606
+1,449
17
$23.7M 1.4%
114,500
+3,009
18
$23.7M 1.4%
85,390
-279
19
$21.2M 1.26%
78,440
-527
20
$19M 1.12%
46,378
+1,923
21
$18.9M 1.12%
81,310
-1,472
22
$18M 1.06%
272,622
+171,150
23
$17.9M 1.06%
100,489
-3,420
24
$16.3M 0.96%
459,314
-72,640
25
$15.7M 0.93%
17,765
-326
1
2 3 4 5