MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 29.51%
This Quarter Est. Return
1 Year Est. Return
+29.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$16M
3 +$10.1M
4
META icon
Meta Platforms (Facebook)
META
+$9.16M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.79M

Top Sells

1 +$7.31M
2 +$4.24M
3 +$4.23M
4
GNTX icon
Gentex
GNTX
+$4.09M
5
TREX icon
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
COO icon
126
Cooper Companies
COO
$14.3B
$2.79M 0.13%
39,250
-11,710
RTO icon
127
Rentokil
RTO
$13.5B
$2.79M 0.13%
116,103
-2,160
CPNG icon
128
Coupang
CPNG
$56.9B
$2.78M 0.13%
92,886
+8,900
RAMP icon
129
LiveRamp
RAMP
$1.79B
$2.77M 0.13%
83,892
-5,412
PFGC icon
130
Performance Food Group
PFGC
$15.9B
$2.76M 0.13%
31,508
+16,716
VRRM icon
131
Verra Mobility
VRRM
$3.87B
$2.7M 0.12%
106,396
+28,136
NDAQ icon
132
Nasdaq
NDAQ
$50.8B
$2.65M 0.12%
29,602
+2,848
EA icon
133
Electronic Arts
EA
$49.9B
$2.63M 0.12%
16,464
+1,986
PEN icon
134
Penumbra
PEN
$9.71B
$2.5M 0.12%
9,753
-624
ZS icon
135
Zscaler
ZS
$47.5B
$2.48M 0.11%
7,909
+712
CPRT icon
136
Copart
CPRT
$42.9B
$2.44M 0.11%
49,657
+4,717
RMD icon
137
ResMed
RMD
$39.1B
$2.41M 0.11%
9,357
+753
CTSH icon
138
Cognizant
CTSH
$32.3B
$2.41M 0.11%
30,833
+3,735
VEEV icon
139
Veeva Systems
VEEV
$46.5B
$2.41M 0.11%
8,353
+801
HRI icon
140
Herc Holdings
HRI
$4.16B
$2.37M 0.11%
18,029
-32,161
HXL icon
141
Hexcel
HXL
$4.91B
$2.36M 0.11%
41,826
+5,642
QTWO icon
142
Q2 Holdings
QTWO
$3.74B
$2.34M 0.11%
25,032
-10,958
GLW icon
143
Corning
GLW
$72.4B
$2.32M 0.11%
44,037
+4,183
CMI icon
144
Cummins
CMI
$56.7B
$2.3M 0.11%
7,018
+623
TTWO icon
145
Take-Two Interactive
TTWO
$48.2B
$2.19M 0.1%
9,021
+801
EBAY icon
146
eBay
EBAY
$42B
$2.17M 0.1%
29,155
+1,687
ALNY icon
147
Alnylam Pharmaceuticals
ALNY
$63.1B
$2.17M 0.1%
6,652
+623
ODFL icon
148
Old Dominion Freight Line
ODFL
$29B
$2.16M 0.1%
13,331
+1,571
TTD icon
149
Trade Desk
TTD
$24.4B
$2.11M 0.1%
29,292
+2,321
XYZ
150
Block Inc
XYZ
$45.8B
$2.05M 0.09%
30,251
+1,400