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 | |
|---|---|---|---|---|---|---|
126
Zscaler
ZS
$33.6B
| $3.27M | 0.14% |
10,920
+3,011
|
|
||
127
ResMed
RMD
$38.1B
| $3.23M | 0.13% |
11,804
+2,447
|
|
||
128
Fair Isaac
FICO
$37.5B
| $3.15M | 0.13% |
2,103
+480
|
|
||
129
Paychex
PAYX
$39.7B
| $3.05M | 0.13% |
+24,097
|
|
||
|
XYZ
130
Block Inc
XYZ
$39.4B
| $3.05M | 0.13% |
42,246
+11,995
|
|
||
131
Copart
CPRT
$39.9B
| $2.99M | 0.12% |
66,477
+16,820
|
|
||
132
Eastman Chemical
EMN
$8.01B
| $2.96M | 0.12% |
46,950
-45,636
|
|
||
133
Rentokil
RTO
$15.7B
| $2.82M | 0.12% |
111,567
-4,536
|
|
||
134
Cognizant
CTSH
$40.9B
| $2.63M | 0.11% |
39,224
+8,391
|
|
||
135
Leonardo DRS
DRS
$11.2B
| $2.57M | 0.11% |
56,649
-3,906
|
|
||
136
Cooper Companies
COO
$16.1B
| $2.57M | 0.11% |
37,417
-1,833
|
|
||
137
Herc Holdings
HRI
$5.28B
| $2.52M | 0.1% |
21,604
+3,575
|
|
||
138
Ultragenyx Pharmaceutical
RARE
$2.27B
| $2.48M | 0.1% |
82,600
-84,848
|
|
||
139
Verra Mobility
VRRM
$3.56B
| $2.46M | 0.1% |
99,532
-6,864
|
|
||
140
Hexcel
HXL
$6.71B
| $2.45M | 0.1% |
39,132
-2,694
|
|
||
141
Old Dominion Freight Line
ODFL
$37.3B
| $2.39M | 0.1% |
16,992
+3,661
|
|
||
142
Evolv Technologies
EVLV
$1.11B
| $2.39M | 0.1% |
+316,262
|
|
||
143
Carlisle Companies
CSL
$15.3B
| $2.38M | 0.1% |
7,228
-4,303
|
|
||
144
GE HealthCare
GEHC
$37.6B
| $2.37M | 0.1% |
31,516
+7,993
|
|
||
145
Northern Oil and Gas
NOG
$2.2B
| $2.32M | 0.1% |
93,439
-6,444
|
|
||
146
Penumbra
PEN
$13.7B
| $2.31M | 0.1% |
9,129
-624
|
|
||
147
BellRing Brands
BRBR
$2.88B
| $2.3M | 0.1% |
63,282
-16,993
|
|
||
148
UFP Technologies
UFPT
$1.98B
| $2.2M | 0.09% |
11,005
-750
|
|
||
149
Wingstop
WING
$7.52B
| $2.13M | 0.09% |
8,482
-397
|
|
||
150
LiveRamp
RAMP
$1.63B
| $2.13M | 0.09% |
78,480
-5,412
|
|