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 | |
|---|---|---|---|---|---|---|
101
Nutanix
NTNX
$18.2B
| $4.04M | 0.19% |
52,891
+45,535
|
|
||
102
Workday
WDAY
$62.5B
| $3.98M | 0.18% |
16,586
+1,949
|
|
||
103
Howmet Aerospace
HWM
$76.5B
| $3.88M | 0.18% |
20,822
+1,958
|
|
||
104
Marriott International
MAR
$70.8B
| $3.87M | 0.18% |
14,159
+1,335
|
|
||
105
Snowflake
SNOW
$81.6B
| $3.83M | 0.18% |
17,123
+1,602
|
|
||
106
PayPal
PYPL
$64.4B
| $3.78M | 0.17% |
50,910
+4,895
|
|
||
107
Monster Beverage
MNST
$68.6B
| $3.77M | 0.17% |
60,180
+7,285
|
|
||
108
Morningstar
MORN
$9.05B
| $3.69M | 0.17% |
11,753
-3,557
|
|
||
109
Roblox
RBLX
$92.1B
| $3.61M | 0.17% |
34,334
+3,293
|
|
||
110
BioMarin Pharmaceuticals
BMRN
$10.2B
| $3.57M | 0.16% |
65,035
+51,682
|
|
||
111
Cloudflare
NET
$73.2B
| $3.48M | 0.16% |
17,752
+1,691
|
|
||
112
Kinder Morgan
KMI
$60.8B
| $3.44M | 0.16% |
117,092
+13,736
|
|
||
113
FedEx
FDX
$56.1B
| $3.42M | 0.16% |
15,049
+1,823
|
|
||
114
Live Oak Bancshares
LOB
$1.53B
| $3.04M | 0.14% |
101,910
+14,270
|
|
||
115
Digital Realty Trust
DLR
$58.9B
| $3M | 0.14% |
17,208
+1,548
|
|
||
116
Wingstop
WING
$7.18B
| $2.99M | 0.14% |
8,879
+3,471
|
|
||
117
Fair Isaac
FICO
$38.8B
| $2.97M | 0.14% |
1,623
+163
|
|
||
118
RXO
RXO
$2.83B
| $2.93M | 0.14% |
186,209
-49,333
|
|
||
119
SiTime
SITM
$7.09B
| $2.89M | 0.13% |
13,563
-858
|
|
||
120
Truist Financial
TFC
$54.9B
| $2.89M | 0.13% |
67,127
+6,408
|
|
||
121
Frontdoor
FTDR
$4.8B
| $2.88M | 0.13% |
48,921
-3,156
|
|
||
122
UFP Technologies
UFPT
$1.51B
| $2.87M | 0.13% |
11,755
-751
|
|
||
123
Idexx Laboratories
IDXX
$50.8B
| $2.84M | 0.13% |
5,287
+615
|
|
||
124
Northern Oil and Gas
NOG
$2.11B
| $2.83M | 0.13% |
99,883
+14,400
|
|
||
125
Leonardo DRS
DRS
$10.5B
| $2.81M | 0.13% |
60,555
-24,746
|
|