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
$2.57B
AUM Growth
+$144M
(+6%)
Holding
261
Top Buys
| 1 | +$29.8M | |
| 2 | +$28.4M | |
| 3 | +$21.8M | |
| 4 |
Netflix
NFLX
|
+$15.2M |
| 5 |
Visa
V
|
+$15M |
Top Sells
| 1 | +$31.6M | |
| 2 | +$22.8M | |
| 3 | +$20.9M | |
| 4 |
Walmart Inc
WMT
|
+$20.9M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$19.9M |
Sector Composition
| 1 | Technology | 34.61% |
| 2 | Communication Services | 14.12% |
| 3 | Financials | 14.11% |
| 4 | Consumer Discretionary | 12.58% |
| 5 | Healthcare | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
AeroVironment
AVAV
$10.5B
| – | – |
-811
|
|
||
252
Constellation Energy
CEG
$104B
| – | – |
-21,565
|
|
||
253
Carlisle Companies
CSL
$14B
| – | – |
-7,228
|
|
||
254
Doximity
DOCS
$3.91B
| – | – |
-3,050
|
|
||
255
Duolingo
DUOL
$5.19B
| – | – |
-746
|
|
||
256
Electronic Arts
EA
$50.6B
| – | – |
-20,239
|
|
||
257
e.l.f. Beauty
ELF
$3.33B
| – | – |
-1,853
|
|
||
258
Warner Bros
WBD
$67.7B
| – | – |
-167,575
|
|