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
$1.78B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.09M
3
+$6.35M
4
LLY icon
Eli Lilly
LLY
+$5.37M
5
MSFT icon
Microsoft
MSFT
+$5.04M

Top Sells

1
+$21.5M
2
+$8.12M
3
+$6.39M
4
ICLR icon
Icon
ICLR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.08M

Sector Composition

1 Technology 31.36%
2 Financials 15.32%
3 Consumer Discretionary 13.69%
4 Communication Services 10.85%
5 Healthcare 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLR icon
126
Digital Realty Trust
DLR
$58.9B
$2.24M 0.13%
15,660
+739
SITM icon
127
SiTime
SITM
$7.09B
$2.2M 0.12%
14,421
-313
EA icon
128
Electronic Arts
EA
$49.9B
$2.09M 0.12%
14,478
+496
CTSH icon
129
Cognizant
CTSH
$32.3B
$2.07M 0.12%
27,098
+1,005
STAG icon
130
STAG Industrial
STAG
$7.13B
$2.05M 0.11%
56,726
-2,286
NDAQ icon
131
Nasdaq
NDAQ
$50.8B
$2.03M 0.11%
26,754
+567
CMI icon
132
Cummins
CMI
$56.7B
$2M 0.11%
6,395
+201
FTDR icon
133
Frontdoor
FTDR
$4.8B
$2M 0.11%
52,077
+27,497
HXL icon
134
Hexcel
HXL
$4.91B
$1.98M 0.11%
36,184
+9,949
IDXX icon
135
Idexx Laboratories
IDXX
$50.8B
$1.96M 0.11%
4,672
+216
ODFL icon
136
Old Dominion Freight Line
ODFL
$29B
$1.95M 0.11%
11,760
+512
RMD icon
137
ResMed
RMD
$39.1B
$1.93M 0.11%
8,604
+762
EBAY icon
138
eBay
EBAY
$42B
$1.86M 0.1%
27,468
+1,908
IT icon
139
Gartner
IT
$17.9B
$1.85M 0.1%
4,404
+239
CPNG icon
140
Coupang
CPNG
$56.9B
$1.84M 0.1%
83,986
+2,193
GLW icon
141
Corning
GLW
$72.4B
$1.82M 0.1%
39,854
+856
NET icon
142
Cloudflare
NET
$73.2B
$1.81M 0.1%
16,061
+11,006
RBLX icon
143
Roblox
RBLX
$92.1B
$1.81M 0.1%
31,041
+7,812
IPGP icon
144
IPG Photonics
IPGP
$3.58B
$1.79M 0.1%
28,283
-1,320
VRRM icon
145
Verra Mobility
VRRM
$3.87B
$1.76M 0.1%
78,260
+17,060
VEEV icon
146
Veeva Systems
VEEV
$46.5B
$1.75M 0.1%
7,552
+260
GEHC icon
147
GE HealthCare
GEHC
$33.8B
$1.72M 0.1%
+21,298
TTWO icon
148
Take-Two Interactive
TTWO
$48.2B
$1.7M 0.1%
8,220
+5,634
ALNY icon
149
Alnylam Pharmaceuticals
ALNY
$63.1B
$1.63M 0.09%
6,029
+4,130
XYZ
150
Block Inc
XYZ
$45.8B
$1.57M 0.09%
28,851
+2,565
4 5
6
7 8