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 | |
|---|---|---|---|---|---|---|
176
Insulet
PODD
$20.2B
| $616K | 0.03% |
1,995
+77
|
|
||
177
Gartner
IT
$16.5B
| $607K | 0.03% |
2,309
-2,710
|
|
||
178
Samsara
IOT
$20B
| $604K | 0.03% |
16,218
+7,176
|
|
||
179
Casey's General Stores
CASY
$23.6B
| $594K | 0.02% |
1,050
-55
|
|
||
180
Wabtec
WAB
$39.2B
| $558K | 0.02% |
2,784
+3
|
|
||
181
EQT Corp
EQT
$31.1B
| $553K | 0.02% |
10,157
+435
|
|
||
182
GoDaddy
GDDY
$14.3B
| $540K | 0.02% |
3,947
-155
|
|
||
183
Astera Labs
ALAB
$31.3B
| $530K | 0.02% |
+2,707
|
|
||
184
SoFi Technologies
SOFI
$33.3B
| $515K | 0.02% |
19,475
+1,808
|
|
||
185
Interactive Brokers
IBKR
$32.5B
| $499K | 0.02% |
7,250
+226
|
|
||
186
DocuSign
DOCU
$11.6B
| $472K | 0.02% |
6,550
+102
|
|
||
187
RPM International
RPM
$14.2B
| $439K | 0.02% |
3,728
-49
|
|
||
188
Veralto
VLTO
$25.4B
| $431K | 0.02% |
4,041
-2,507
|
|
||
189
Medpace
MEDP
$17.5B
| $424K | 0.02% |
+825
|
|
||
190
MongoDB
MDB
$32.5B
| $411K | 0.02% |
1,325
+17
|
|
||
191
Roku
ROKU
$15.5B
| $400K | 0.02% |
3,992
+1,639
|
|
||
192
Markel Group
MKL
$26.1B
| $396K | 0.02% |
207
+1
|
|
||
193
First Solar
FSLR
$26.5B
| $385K | 0.02% |
1,746
+20
|
|
||
194
NVR
NVR
$20.7B
| $378K | 0.02% |
47
-2
|
|
||
195
Rocket Lab Corp
RKLB
$51.5B
| $376K | 0.02% |
7,845
+537
|
|
||
196
Manhattan Associates
MANH
$10.4B
| $364K | 0.02% |
1,778
+101
|
|
||
197
SS&C Technologies
SSNC
$20.8B
| $353K | 0.01% |
3,977
+6
|
|
||
198
Quest Diagnostics
DGX
$21.2B
| $347K | 0.01% |
1,821
+32
|
|
||
199
Exelixis
EXEL
$11.7B
| $342K | 0.01% |
8,279
-321
|
|
||
200
Solventum
SOLV
$13.9B
| $337K | 0.01% |
4,614
-48
|
|