MFAM
Motley Fool Asset Management Portfolio holdings
AUM
$2.33B
1-Year Est. Return
21.93%
This Fund
S&P 500
1 Year Est. Return
+21.93%
AUM
$2.33B
AUM Growth
-$240M
(-9.3%)
Holding
258
Top Buys
| 1 | +$26.5M | |
| 2 | +$19.3M | |
| 3 | +$18.8M | |
| 4 |
NVIDIA
NVDA
|
+$16.5M |
| 5 |
Microsoft
MSFT
|
+$14M |
Sector Composition
| 1 | Technology | 35.35% |
| 2 | Communication Services | 14.6% |
| 3 | Financials | 13.75% |
| 4 | Consumer Discretionary | 11.42% |
| 5 | Healthcare | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Trex
TREX
$4.3B
| – | – |
-24,725
|
|
||
252
Unity
U
$13.3B
| – | – |
-6,867
|
|
||
253
Zebra Technologies
ZBRA
$11.6B
| – | – |
-826
|
|
||
254
Solventum
SOLV
$13B
| – | – |
-4,488
|
|
||
255
Rubrik
RBRK
$16.2B
| – | – |
-3,072
|
|
||
|
TTAN
256
ServiceTitan Inc
TTAN
$6.9B
| – | – |
-2,677
|
|