MFAM
Motley Fool Asset Management Portfolio holdings
AUM
$2.57B
1-Year Est. Return
23.21%
This Fund
S&P 500
1 Year Est. Return
+23.21%
AUM
$2.57B
AUM Growth
+$144M
(+6%)
Holding
261
Top Buys
| 1 | +$29.8M | |
| 2 | +$28.4M | |
| 3 | +$21.8M | |
| 4 |
Netflix
NFLX
|
+$15.2M |
| 5 |
Visa
V
|
+$15M |
Top Sells
| 1 | +$31.6M | |
| 2 | +$22.8M | |
| 3 | +$20.9M | |
| 4 |
Walmart Inc
WMT
|
+$20.9M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$19.9M |
Sector Composition
| 1 | Technology | 34.61% |
| 2 | Communication Services | 14.12% |
| 3 | Financials | 14.11% |
| 4 | Consumer Discretionary | 12.58% |
| 5 | Healthcare | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ResMed
RMD
$37.5B
| $3.66M | 0.14% |
15,179
+3,375
|
|
||
127
Copart
CPRT
$37.1B
| $3.52M | 0.14% |
90,037
+23,560
|
|
||
128
Rocket Lab Corp
RKLB
$37.9B
| $3.51M | 0.14% |
50,311
+42,466
|
|
||
129
GE HealthCare
GEHC
$36.5B
| $3.48M | 0.14% |
42,370
+10,854
|
|
||
130
Veeva Systems
VEEV
$29.8B
| $3.41M | 0.13% |
15,285
+3,971
|
|
||
131
Old Dominion Freight Line
ODFL
$43.4B
| $3.41M | 0.13% |
21,739
+4,747
|
|
||
132
Zscaler
ZS
$23.7B
| $3.36M | 0.13% |
14,933
+4,013
|
|
||
133
Rentokil
RTO
$15.5B
| $3.17M | 0.12% |
107,463
-4,104
|
|
||
134
Herc Holdings
HRI
$4.7B
| $3.01M | 0.12% |
20,280
-1,324
|
|
||
135
Crocs
CROX
$4.36B
| $2.94M | 0.11% |
34,358
-17,734
|
|
||
136
SiTime
SITM
$11.6B
| $2.75M | 0.11% |
7,792
-4,967
|
|
||
137
Performance Food Group
PFGC
$15.1B
| $2.74M | 0.11% |
30,470
-12,587
|
|
||
138
CoStar Group
CSGP
$19.1B
| $2.71M | 0.11% |
40,343
-43,691
|
|
||
139
Cooper Companies
COO
$16.4B
| $2.7M | 0.11% |
32,929
-4,488
|
|
||
140
Hexcel
HXL
$7.19B
| $2.59M | 0.1% |
35,091
-4,041
|
|
||
141
Evolv Technologies
EVLV
$934M
| $2.43M | 0.09% |
339,932
+23,670
|
|
||
142
Verra Mobility
VRRM
$2.66B
| $2.42M | 0.09% |
108,031
+8,499
|
|
||
143
Zoom
ZM
$21.5B
| $2.41M | 0.09% |
27,909
+7,306
|
|
||
144
Live Oak Bancshares
LOB
$1.68B
| $2.34M | 0.09% |
68,135
+18,347
|
|
||
145
Morningstar
MORN
$7.22B
| $2.25M | 0.09% |
10,339
-8,216
|
|
||
146
Frontdoor
FTDR
$4.86B
| $2.19M | 0.09% |
38,001
+7,065
|
|
||
147
UFP Technologies
UFPT
$1.58B
| $2.17M | 0.08% |
9,754
-1,251
|
|
||
148
LiveRamp
RAMP
$1.77B
| $2.07M | 0.08% |
70,362
-8,118
|
|
||
149
Q2 Holdings
QTWO
$3.14B
| $2.04M | 0.08% |
28,256
+4,733
|
|
||
150
Eastman Chemical
EMN
$8.59B
| $2.04M | 0.08% |
31,927
-15,023
|
|