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 | |
|---|---|---|---|---|---|---|
201
Biogen
BIIB
$24.4B
| $335K | 0.01% |
2,388
-5,109
|
|
||
202
Jack Henry & Associates
JKHY
$13.7B
| $310K | 0.01% |
2,083
+59
|
|
||
203
Maplebear
CART
$10.2B
| $303K | 0.01% |
8,248
-148
|
|
||
204
Zillow
Z
$16.6B
| $301K | 0.01% |
3,913
+22
|
|
||
205
TopBuild
BLD
$14.2B
| $300K | 0.01% |
768
-32
|
|
||
206
McCormick & Company Non-Voting
MKC
$18.2B
| $292K | 0.01% |
4,370
+49
|
|
||
207
AppFolio
APPF
$7.85B
| $292K | 0.01% |
1,058
+10
|
|
||
208
Match Group
MTCH
$7.4B
| $289K | 0.01% |
8,196
+628
|
|
||
209
Hasbro
HAS
$12.1B
| $288K | 0.01% |
+3,801
|
|
||
210
New York Times
NYT
$11.6B
| $279K | 0.01% |
4,854
-67
|
|
||
211
Unity
U
$18.7B
| $275K | 0.01% |
+6,880
|
|
||
212
Coherent
COHR
$30.6B
| $273K | 0.01% |
2,537
+40
|
|
||
213
Chewy
CHWY
$14B
| $273K | 0.01% |
6,754
+168
|
|
||
214
MasTec
MTZ
$19.2B
| $269K | 0.01% |
1,264
+5
|
|
||
215
Okta
OKTA
$16.2B
| $263K | 0.01% |
2,870
+73
|
|
||
216
AeroVironment
AVAV
$19.2B
| $255K | 0.01% |
+811
|
|
||
217
Twilio
TWLO
$18.2B
| $250K | 0.01% |
2,499
+39
|
|
||
218
XPO
XPO
$17.8B
| $248K | 0.01% |
1,917
+28
|
|
||
219
Zebra Technologies
ZBRA
$12.9B
| $246K | 0.01% |
828
|
|
||
220
e.l.f. Beauty
ELF
$5.36B
| $245K | 0.01% |
+1,853
|
|
||
221
Textron
TXT
$16.5B
| $245K | 0.01% |
2,902
-24
|
|
||
222
Five Below
FIVE
$10.9B
| $242K | 0.01% |
+1,566
|
|
||
223
Celsius Holdings
CELH
$13.9B
| $241K | 0.01% |
+4,200
|
|
||
224
Duolingo
DUOL
$6.9B
| $240K | 0.01% |
746
+16
|
|
||
225
Illumina
ILMN
$21.9B
| $238K | 0.01% |
2,504
-48
|
|