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 Inc
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 | |
|---|---|---|---|---|---|---|
26
Watsco Inc
WSO
$15.4B
| $15.5M | 0.64% |
38,360
-1,533
|
|
||
27
ServiceNow
NOW
$138B
| $15.4M | 0.64% |
83,730
+18,255
|
|
||
28
Equinix
EQIX
$78.7B
| $15M | 0.62% |
19,155
+1,276
|
|
||
29
Arista Networks
ANET
$164B
| $14.6M | 0.6% |
100,031
+25,848
|
|
||
30
Walt Disney
DIS
$202B
| $14.2M | 0.59% |
124,119
+35,279
|
|
||
31
Uber
UBER
$175B
| $14.1M | 0.58% |
143,917
+35,357
|
|
||
32
Booking.com
BKNG
$167B
| $14M | 0.58% |
2,601
+944
|
|
||
33
Lam Research
LRCX
$273B
| $13.9M | 0.58% |
104,001
+22,315
|
|
||
34
DexCom
DXCM
$27B
| $13.5M | 0.56% |
200,216
-24,533
|
|
||
35
TJX Companies
TJX
$173B
| $13.3M | 0.55% |
91,850
+20,045
|
|
||
36
Intuit
INTU
$154B
| $13.1M | 0.54% |
19,244
+4,725
|
|
||
37
Intuitive Surgical
ISRG
$192B
| $12.8M | 0.53% |
28,732
+6,284
|
|
||
38
Adobe
ADBE
$127B
| $12.7M | 0.52% |
36,030
+6,689
|
|
||
39
Charles Schwab
SCHW
$183B
| $12M | 0.49% |
125,315
+31,083
|
|
||
40
TSMC
TSM
$1.77T
| $11.8M | 0.49% |
42,116
-1,701
|
|
||
41
Icon
ICLR
$13.9B
| $11.5M | 0.48% |
65,755
+30,004
|
|
||
42
Gilead Sciences
GILD
$150B
| $11.3M | 0.47% |
101,901
+20,647
|
|
||
43
Union Pacific
UNP
$137B
| $11.1M | 0.46% |
46,908
+9,633
|
|
||
44
Brookfield Asset Management
BAM
$83.9B
| $10.9M | 0.45% |
191,900
-7,812
|
|
||
45
Toast
TOST
$19.9B
| $10.9M | 0.45% |
298,661
-15,958
|
|
||
46
Mercado Libre
MELI
$106B
| $10.8M | 0.45% |
4,635
-168
|
|
||
47
Palo Alto Networks
PANW
$131B
| $10.8M | 0.45% |
53,152
+12,029
|
|
||
48
SBA Communications
SBAC
$20.5B
| $10.7M | 0.44% |
55,345
-2,500
|
|
||
49
Amgen
AMGN
$178B
| $10.5M | 0.43% |
37,150
+9,237
|
|
||
50
Waters Corp
WAT
$23.5B
| $10.4M | 0.43% |
34,804
-3,138
|
|