MFAM
Motley Fool Asset Management Portfolio holdings
AUM
$2.17B
1-Year Est. Return
29.51%
1 Year Est. Return
+29.51%
AUM
$1.78B
AUM Growth
-$135M
(-7%)
Holding
242
Top Buys
| 1 | +$8.1M | |
| 2 | +$7.09M | |
| 3 | +$6.35M | |
| 4 |
Eli Lilly
LLY
|
+$5.37M |
| 5 |
Microsoft
MSFT
|
+$5.04M |
Top Sells
| 1 | +$21.5M | |
| 2 | +$8.12M | |
| 3 | +$6.39M | |
| 4 |
Icon
ICLR
|
+$5.08M |
| 5 |
Watsco Inc
WSO
|
+$4.08M |
Sector Composition
| 1 | Technology | 31.36% |
| 2 | Financials | 15.32% |
| 3 | Consumer Discretionary | 13.69% |
| 4 | Communication Services | 10.85% |
| 5 | Healthcare | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Hyatt Hotels
H
$13.9B
| – | – |
-1,414
|
|
||
227
Jefferies Financial Group
JEF
$10.7B
| – | – |
-3,026
|
|
||
228
Landstar System
LSTR
$4.51B
| – | – |
-8,986
|
|
||
229
Moody's
MCO
$84.5B
| – | – |
-8,298
|
|
||
230
Moderna
MRNA
$10.2B
| – | – |
-5,668
|
|
||
231
Roper Technologies
ROP
$54.3B
| – | – |
-4,798
|
|
||
232
Skyworks Solutions
SWKS
$11.2B
| – | – |
-2,355
|
|
||
233
UnitedHealth
UNH
$323B
| – | – |
-42,546
|
|
||
234
Viatris
VTRS
$11.9B
| – | – |
-17,581
|
|
||
|
NARI
235
DELISTED
Inari Medical, Inc. Common Stock
NARI
| – | – |
-62,872
|
|
||
|
SMAR
236
DELISTED
Smartsheet Inc.
SMAR
| – | – |
-66,089
|
|