MFAM
Motley Fool Asset Management Portfolio holdings
AUM
$2.42B
1-Year Est. Return
29.93%
1 Year Est. Return
+29.93%
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 | |
|---|---|---|---|---|---|---|
151
Gartner
IT
$16.7B
| $2.03M | 0.09% |
5,019
+615
|
|
||
152
Globus Medical
GMED
$11.3B
| $1.98M | 0.09% |
33,469
-123,809
|
|
||
153
STAG Industrial
STAG
$7.18B
| $1.94M | 0.09% |
53,384
-3,342
|
|
||
154
IPG Photonics
IPGP
$3.36B
| $1.83M | 0.08% |
26,593
-1,690
|
|
||
155
GE HealthCare
GEHC
$33.3B
| $1.74M | 0.08% |
23,523
+2,225
|
|
||
|
156
Trex
TREX
$3.41B
| $1.59M | 0.07% |
29,186
-64,467
|
|
||
157
Zoom
ZM
$25.2B
| $1.23M | 0.06% |
15,711
+1,513
|
|
||
|
158
Gentex
GNTX
$5.01B
| $1.2M | 0.06% |
54,783
-186,081
|
|
||
159
Monolithic Power Systems
MPWR
$44.1B
| $957K | 0.04% |
1,308
+94
|
|
||
160
Biogen
BIIB
$24.6B
| $942K | 0.04% |
7,497
+688
|
|
||
161
Rollins
ROL
$28B
| $895K | 0.04% |
15,862
+1,787
|
|
||
162
HubSpot
HUBS
$20.8B
| $891K | 0.04% |
1,600
+171
|
|
||
163
Pinterest
PINS
$18B
| $751K | 0.03% |
20,934
+2,090
|
|
||
|
164
Alphabet (Google) Class A
GOOGL
$3.34T
| $749K | 0.03% |
+4,252
|
|
||
165
GoDaddy
GDDY
$17.5B
| $739K | 0.03% |
4,102
+393
|
|
||
166
Carvana
CVNA
$45B
| $735K | 0.03% |
2,181
-48
|
|
||
167
Emcor
EME
$27.7B
| $680K | 0.03% |
1,271
+89
|
|
||
168
Veralto
VLTO
$24.5B
| $661K | 0.03% |
6,548
+501
|
|
||
169
HEICO Corp
HEI
$43.7B
| $651K | 0.03% |
1,984
-41
|
|
||
170
Cboe Global Markets
CBOE
$27B
| $626K | 0.03% |
2,684
+168
|
|
||
171
Insulet
PODD
$23.4B
| $603K | 0.03% |
1,918
+149
|
|
||
172
Ulta Beauty
ULTA
$23.7B
| $600K | 0.03% |
1,283
+87
|
|
||
173
Wabtec
WAB
$34.9B
| $582K | 0.03% |
2,781
-60
|
|
||
174
Live Nation Entertainment
LYV
$31.5B
| $569K | 0.03% |
3,761
-82
|
|
||
175
EQT Corp
EQT
$37.4B
| $567K | 0.03% |
9,722
-213
|
|