MFAM
Motley Fool Asset Management Portfolio holdings
AUM
$2.17B
1-Year Est. Return
29.51%
1 Year Est. Return
+29.51%
AUM
$2.17B
AUM Growth
+$384M
(+22%)
Holding
236
Top Buys
| 1 | +$16.8M | |
| 2 | +$16M | |
| 3 | +$10.1M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$9.16M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$8.79M |
Top Sells
| 1 | +$7.31M | |
| 2 | +$4.24M | |
| 3 | +$4.23M | |
| 4 |
Gentex
GNTX
|
+$4.09M |
| 5 |
Trex
TREX
|
+$3.51M |
Sector Composition
| 1 | Technology | 34.54% |
| 2 | Financials | 13.65% |
| 3 | Consumer Discretionary | 13.65% |
| 4 | Communication Services | 12% |
| 5 | Healthcare | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Union Pacific
UNP
$134B
| $8.58M | 0.4% |
37,275
+4,527
|
|
||
52
Palo Alto Networks
PANW
$141B
| $8.42M | 0.39% |
41,123
+5,024
|
|
||
|
QXO
53
QXO Inc
QXO
$12.8B
| $8.39M | 0.39% |
389,586
-12,672
|
|
||
54
Alarm.com
ALRM
$2.48B
| $8.34M | 0.38% |
147,432
-5,568
|
|
||
55
Tyler Technologies
TYL
$21.9B
| $8.28M | 0.38% |
13,968
-297
|
|
||
56
Progressive
PGR
$132B
| $8.13M | 0.38% |
30,479
+3,211
|
|
||
57
Lam Research
LRCX
$178B
| $7.95M | 0.37% |
81,686
+10,347
|
|
||
58
Guidewire Software
GWRE
$20.6B
| $7.82M | 0.36% |
33,225
-720
|
|
||
59
Amgen
AMGN
$161B
| $7.79M | 0.36% |
27,913
+2,924
|
|
||
60
Arista Networks
ANET
$180B
| $7.59M | 0.35% |
74,183
+6,049
|
|
||
61
Vertex Pharmaceuticals
VRTX
$107B
| $7.03M | 0.32% |
15,794
+1,875
|
|
||
62
Goosehead Insurance
GSHD
$1.7B
| $6.93M | 0.32% |
65,695
-8,397
|
|
||
63
Eastman Chemical
EMN
$7.04B
| $6.91M | 0.32% |
92,586
+42,995
|
|
||
64
Alphatec Holdings
ATEC
$2.2B
| $6.71M | 0.31% |
604,810
-20,990
|
|
||
65
Fabrinet
FN
$14.6B
| $6.61M | 0.3% |
22,428
-410
|
|
||
66
CrowdStrike
CRWD
$122B
| $6.46M | 0.3% |
12,687
+1,157
|
|
||
67
GXO Logistics
GXO
$6.32B
| $6.33M | 0.29% |
130,034
-5,461
|
|
||
68
HCA Healthcare
HCA
$99.7B
| $6.17M | 0.28% |
16,106
+2,049
|
|
||
69
Ultragenyx Pharmaceutical
RARE
$3.14B
| $6.09M | 0.28% |
167,448
+82,975
|
|
||
70
Cintas
CTAS
$75.6B
| $5.9M | 0.27% |
26,485
+3,431
|
|
||
71
Canadian National Railway
CNI
$59.7B
| $5.79M | 0.27% |
55,653
-1,030
|
|
||
72
Sherwin-Williams
SHW
$82.5B
| $5.71M | 0.26% |
16,638
+2,175
|
|
||
73
Waste Management
WM
$86.8B
| $5.69M | 0.26% |
24,882
+2,994
|
|
||
74
McKesson
MCK
$97.8B
| $5.66M | 0.26% |
7,729
+983
|
|
||
75
CVS Health
CVS
$105B
| $5.48M | 0.25% |
79,438
+11,192
|
|