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The Motley Fool's Top Stock Picks From Last Quarter

by
May 18, 2015 2:27 pm
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Famed investment community The Motley Fool also offers a couple of asset management alternatives.

This article will look into Motley Fool Asset Management (MFAM) and Motley Fool Wealth Management (MFWM) and some of their latest equity market moves. Combined, both vehicles grew the value of their equity portfolio by nearly 50 percent from the previous quarter.

MFAM was the fund that grew the most. Between January and April, its equity portfolio’s market value went from $170.7 million to $481.7 million, after 78 new stocks were added, holdings were increased in another 69, and 9 were sold out.

MFWM also grew in value from $531.9 million to $567.8 million.

Both portfolios are highly diversified, but have a slight focus on consumer discretionary, financial and tech stocks.

Related Link: Carl Icahn: Apple Shares Now Worth $240

Motley Fool Asset Management (MFAM)

MFAM saw very few changes in its top holdings over the first quarter. The top five stocks remained unchanged, although Infinera Corp. (NASDAQ: INFN) rose from the fifth spot to the front-runner position, displacing Berkshire Hathaway Inc. (NYSE:BRK.A), as its stock gained more than 33 percent over the quarter.

The fund disclosed ownership of 1,040,600 Infinera shares worth more than $20 million, and 89 shares of Berkshire Hathaway worth over $19 million.

Completing the top five are Whole Foods Market, Inc. (NASDAQ: WFM), Markel Corporation (NYSE: MKL) and Natus Medical Inc (NASDAQ: BABY).

MFAM declared holding roughly $19 million, $18 million and $17 million in the companies, respectively.

The firm closed out stakes in Dreamworks Animation Skg Inc (NASDAQ: DWA) and Urban Outfitters, Inc. (NASDAQ: URBN), and made a new bet on Constellium NV (NYSE: CSTM).

Motley Fool Wealth Management (MFWM)

MFWM saw much more movement in the first quarter.

The fund invested a substantial amount of money on ETFs (check out some of them in the table below), including the Guggenheim BulletShrs2022 Corp Bd ETF (NYSE: BSCM), of which it acquired more than $10 million in stock.

Source: WhaleWisdom

In addition, the fund increased its stakes in many of its largest holdings. Starbucks Corporation (NASDAQ: SBUX) displaced Facebook Inc (NASDAQ: FB) as the No. 1 position, after MFWM boosted its bet by 73 percent to 371,076 shares worth about $17.5 million. 

Also among the top five picks are LinkedIn Corp (NYSE: LNKD) ($14.5 million in stock), Apple Inc. (NASDAQ: AAPL) ($13.1 million) and, again, Whole Foods Market ($10.8 million).


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