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 | |
|---|---|---|---|---|---|---|
101
Marriott International
MAR
$87.4B
| $4.88M | 0.2% |
18,741
+4,582
|
|
||
102
Corning
GLW
$80.2B
| $4.85M | 0.2% |
59,134
+15,097
|
|
||
103
Performance Food Group
PFGC
$15.2B
| $4.48M | 0.19% |
43,057
+11,549
|
|
||
104
FedEx
FDX
$73.6B
| $4.47M | 0.18% |
18,960
+3,911
|
|
||
105
PayPal
PYPL
$53.1B
| $4.42M | 0.18% |
65,852
+14,942
|
|
||
106
Chipotle Mexican Grill
CMG
$53.4B
| $4.37M | 0.18% |
111,496
+23,618
|
|
||
107
Crocs
CROX
$4.31B
| $4.35M | 0.18% |
52,092
-35,756
|
|
||
108
Kinder Morgan
KMI
$61B
| $4.34M | 0.18% |
153,402
+36,310
|
|
||
109
Idexx Laboratories
IDXX
$56.9B
| $4.32M | 0.18% |
6,758
+1,471
|
|
||
110
Morningstar
MORN
$8.87B
| $4.3M | 0.18% |
18,555
+6,802
|
|
||
111
Alnylam Pharmaceuticals
ALNY
$47.5B
| $4.12M | 0.17% |
9,046
+2,394
|
|
||
112
Electronic Arts
EA
$51.1B
| $4.08M | 0.17% |
20,239
+3,775
|
|
||
113
Truist Financial
TFC
$64.3B
| $4.07M | 0.17% |
89,044
+21,917
|
|
||
114
Coupang
CPNG
$38.8B
| $4.05M | 0.17% |
125,844
+32,958
|
|
||
115
Cummins
CMI
$79.3B
| $4.02M | 0.17% |
9,508
+2,490
|
|
||
116
Atlassian
TEAM
$33.8B
| $3.99M | 0.16% |
24,997
-1,008
|
|
||
117
SiTime
SITM
$9.23B
| $3.84M | 0.16% |
12,759
-804
|
|
||
118
Nutanix
NTNX
$13.2B
| $3.8M | 0.16% |
51,020
-1,871
|
|
||
119
Carvana
CVNA
$65.2B
| $3.59M | 0.15% |
9,522
+7,341
|
|
||
120
Nasdaq
NDAQ
$57.3B
| $3.5M | 0.14% |
39,611
+10,009
|
|
||
121
Monolithic Power Systems
MPWR
$48.4B
| $3.46M | 0.14% |
3,757
+2,449
|
|
||
122
Veeva Systems
VEEV
$36B
| $3.37M | 0.14% |
11,314
+2,961
|
|
||
123
eBay
EBAY
$43.4B
| $3.32M | 0.14% |
36,530
+7,375
|
|
||
124
Take-Two Interactive
TTWO
$45.1B
| $3.29M | 0.14% |
12,731
+3,710
|
|
||
125
Warner Bros
WBD
$70.6B
| $3.27M | 0.14% |
167,575
+127,632
|
|