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 | |
|---|---|---|---|---|---|---|
51
Aon
AON
$74.1B
| $10.3M | 0.43% |
28,883
-1,176
|
|
||
52
HealthEquity
HQY
$7.43B
| $10.2M | 0.42% |
107,323
-7,244
|
|
||
53
Progressive
PGR
$119B
| $9.99M | 0.41% |
40,450
+9,971
|
|
||
54
CrowdStrike
CRWD
$115B
| $9.84M | 0.41% |
20,060
+7,373
|
|
||
55
Yum China
YUMC
$17.1B
| $8.93M | 0.37% |
207,964
-8,463
|
|
||
56
Broadridge
BR
$25.6B
| $8.78M | 0.36% |
36,885
-1,714
|
|
||
|
QXO
57
QXO Inc
QXO
$16.9B
| $8.63M | 0.36% |
452,834
+63,248
|
|
||
58
Alphatec Holdings
ATEC
$2.59B
| $8.37M | 0.35% |
575,779
-29,031
|
|
||
59
HCA Healthcare
HCA
$110B
| $8.36M | 0.35% |
19,608
+3,502
|
|
||
60
Nike
NKE
$95.6B
| $8.28M | 0.34% |
118,693
+46,343
|
|
||
61
Brown & Brown
BRO
$27.2B
| $8.22M | 0.34% |
87,663
+1,799
|
|
||
62
GXO Logistics
GXO
$6.54B
| $8.13M | 0.34% |
153,699
+23,665
|
|
||
63
Guidewire Software
GWRE
$14.1B
| $8.06M | 0.33% |
35,057
+1,832
|
|
||
64
DoorDash
DASH
$90.6B
| $8.02M | 0.33% |
29,482
+7,893
|
|
||
65
Cellebrite
CLBT
$4.26B
| $8M | 0.33% |
+431,640
|
|
||
66
Fabrinet
FN
$17.8B
| $7.86M | 0.32% |
21,567
-861
|
|
||
67
Datadog
DDOG
$42.4B
| $7.63M | 0.32% |
53,590
+14,235
|
|
||
68
CVS Health
CVS
$103B
| $7.52M | 0.31% |
99,736
+20,298
|
|
||
69
Bristol-Myers Squibb
BMY
$115B
| $7.49M | 0.31% |
166,065
+66,489
|
|
||
70
Alarm.com
ALRM
$2.53B
| $7.37M | 0.3% |
138,803
-8,629
|
|
||
71
Sherwin-Williams
SHW
$88.3B
| $7.14M | 0.3% |
20,631
+3,993
|
|
||
72
Constellation Energy
CEG
$124B
| $7.1M | 0.29% |
21,565
+5,460
|
|
||
73
CoStar Group
CSGP
$26.9B
| $7.09M | 0.29% |
84,034
+26,838
|
|
||
74
Waste Management
WM
$88.6B
| $7.03M | 0.29% |
31,813
+6,931
|
|
||
75
Tyler Technologies
TYL
$19.2B
| $6.99M | 0.29% |
13,362
-606
|
|