MFAM
Motley Fool Asset Management Portfolio holdings
AUM
$2.42B
1-Year Est. Return
29.93%
1 Year Est. Return
+29.93%
AUM
$2.42B
AUM Growth
+$254M
(+12%)
Holding
254
Top Buys
| 1 | +$18.5M | |
| 2 | +$17.1M | |
| 3 | +$16.8M | |
| 4 |
JPMorgan Chase
JPM
|
+$13.9M |
| 5 |
Walmart
WMT
|
+$13.1M |
Top Sells
| 1 | +$38.5M | |
| 2 | +$38.4M | |
| 3 | +$30.1M | |
| 4 |
Home Depot
HD
|
+$23.3M |
| 5 |
Digital Realty Trust
DLR
|
+$3M |
Sector Composition
| 1 | Technology | 35.52% |
| 2 | Financials | 15.68% |
| 3 | Communication Services | 13.78% |
| 4 | Consumer Discretionary | 11.62% |
| 5 | Industrials | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.37T
| $186M | 7.7% |
998,716
+33,168
|
|
||
2
Microsoft
MSFT
$3.62T
| $159M | 6.57% |
306,882
+600
|
|
||
3
Apple
AAPL
$4.18T
| $156M | 6.45% |
612,839
+29,165
|
|
||
4
Alphabet (Google) Class C
GOOG
$3.8T
| $144M | 5.94% |
590,366
-1,512
|
|
||
5
Amazon
AMZN
$2.5T
| $121M | 4.98% |
549,203
+3,069
|
|
||
6
Meta Platforms (Facebook)
META
$1.62T
| $78.5M | 3.24% |
106,936
-975
|
|
||
7
Berkshire Hathaway Class B
BRK.B
$1.1T
| $74.9M | 3.09% |
149,031
+36,893
|
|
||
|
8
Walmart
WMT
$889B
| $61.7M | 2.55% |
598,556
+127,463
|
|
||
|
9
JPMorgan Chase
JPM
$841B
| $59.9M | 2.47% |
189,885
+43,911
|
|
||
10
Mastercard
MA
$488B
| $57.1M | 2.36% |
100,422
+14,834
|
|
||
11
Visa
V
$638B
| $50.3M | 2.08% |
147,295
+31,966
|
|
||
12
Costco
COST
$404B
| $46.5M | 1.92% |
50,221
+7,038
|
|
||
13
Tesla
TSLA
$1.43T
| $44.2M | 1.83% |
99,357
-67,727
|
|
||
14
Broadcom
AVGO
$1.82T
| $42M | 1.74% |
127,449
-116,744
|
|
||
15
Netflix
NFLX
$462B
| $40M | 1.65% |
333,520
+62,430
|
|
||
16
Axon Enterprise
AXON
$42.1B
| $29.7M | 1.23% |
41,372
-75
|
|
||
17
StoneX
SNEX
$4.58B
| $27.8M | 1.15% |
275,340
-13,594
|
|
||
18
Salesforce
CRM
$222B
| $24M | 0.99% |
101,124
+17,192
|
|
||
19
T-Mobile US
TMUS
$231B
| $18.6M | 0.77% |
77,683
+18,364
|
|
||
20
Fastenal
FAST
$46.1B
| $18.2M | 0.75% |
371,662
-16,338
|
|
||
21
Advanced Micro Devices
AMD
$358B
| $18.1M | 0.75% |
112,029
+32,492
|
|
||
22
Goldman Sachs
GS
$243B
| $17.1M | 0.7% |
+21,423
|
|
||
23
Applovin
APP
$211B
| $16.8M | 0.69% |
+23,338
|
|
||
24
American Tower
AMT
$82.5B
| $16.2M | 0.67% |
84,374
+5,797
|
|
||
25
Waste Connections
WCN
$44.6B
| $15.7M | 0.65% |
89,587
-3,633
|
|