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 | |
|---|---|---|---|---|---|---|
76
Vertex Pharmaceuticals
VRTX
$111B
| $6.93M | 0.29% |
17,698
+1,904
|
|
||
77
Cintas
CTAS
$78.8B
| $6.91M | 0.29% |
33,664
+7,179
|
|
||
78
CME Group
CME
$98.3B
| $6.72M | 0.28% |
24,877
+6,335
|
|
||
79
Intercontinental Exchange
ICE
$98.8B
| $6.66M | 0.28% |
39,517
+9,942
|
|
||
80
McKesson
MCK
$104B
| $6.63M | 0.27% |
8,587
+858
|
|
||
81
Roblox
RBLX
$59.4B
| $6.63M | 0.27% |
47,837
+13,503
|
|
||
82
Starbucks
SBUX
$106B
| $6.62M | 0.27% |
78,293
+22,535
|
|
||
83
Goosehead Insurance
GSHD
$1.8B
| $6.36M | 0.26% |
85,508
+19,813
|
|
||
84
Synopsys
SNPS
$97.2B
| $6.3M | 0.26% |
12,778
+3,021
|
|
||
85
Ecolab
ECL
$78.7B
| $6.23M | 0.26% |
22,765
+5,014
|
|
||
86
Motorola Solutions
MSI
$65.7B
| $6.2M | 0.26% |
13,550
+2,925
|
|
||
87
Tractor Supply
TSCO
$26.8B
| $6.12M | 0.25% |
107,557
+30,015
|
|
||
88
SiteOne Landscape Supply
SITE
$6.67B
| $5.91M | 0.24% |
45,871
+6,477
|
|
||
89
3M
MMM
$90.9B
| $5.71M | 0.24% |
36,775
+8,852
|
|
||
90
Autodesk
ADSK
$55.6B
| $5.58M | 0.23% |
17,576
+3,826
|
|
||
91
Howmet Aerospace
HWM
$90.3B
| $5.46M | 0.23% |
27,827
+7,005
|
|
||
92
West Pharmaceutical
WST
$20.1B
| $5.39M | 0.22% |
20,552
-1,001
|
|
||
93
Snowflake
SNOW
$71.1B
| $5.27M | 0.22% |
23,375
+6,252
|
|
||
94
Monster Beverage
MNST
$76.1B
| $5.25M | 0.22% |
78,053
+17,873
|
|
||
95
Fortinet
FTNT
$56.8B
| $5.2M | 0.21% |
61,813
+11,349
|
|
||
96
Cloudflare
NET
$64.5B
| $5.16M | 0.21% |
24,052
+6,300
|
|
||
97
Workday
WDAY
$50.7B
| $5.14M | 0.21% |
21,347
+4,761
|
|
||
98
Airbnb
ABNB
$80.4B
| $5.13M | 0.21% |
42,245
+10,316
|
|
||
99
TransDigm Group
TDG
$80.7B
| $5.13M | 0.21% |
3,889
+1,013
|
|
||
100
Canadian National Railway
CNI
$61.1B
| $5.04M | 0.21% |
53,490
-2,163
|
|