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
ZBRA icon
201
Zebra Technologies
ZBRA
$14.9B
$241K 0.01%
854
+95
MDB icon
202
MongoDB
MDB
$25.9B
$237K 0.01%
1,350
+254
DUOL icon
203
Duolingo
DUOL
$14.8B
$234K 0.01%
752
+105
EPAM icon
204
EPAM Systems
EPAM
$8.05B
$230K 0.01%
1,360
+167
BLD icon
205
TopBuild
BLD
$12.2B
$226K 0.01%
+740
FSLR icon
206
First Solar
FSLR
$24.9B
$225K 0.01%
1,780
+204
CHWY icon
207
Chewy
CHWY
$15.5B
$221K 0.01%
6,798
+785
NYT icon
208
New York Times
NYT
$9.15B
$221K 0.01%
+4,450
TXT icon
209
Textron
TXT
$14.5B
$218K 0.01%
3,020
+288
SKX
210
DELISTED
Skechers
SKX
$217K 0.01%
3,829
+494
MTCH icon
211
Match Group
MTCH
$7.8B
$214K 0.01%
+6,847
SOFI icon
212
SoFi Technologies
SOFI
$31.8B
$212K 0.01%
+18,235
APPF icon
213
AppFolio
APPF
$8.44B
$210K 0.01%
955
+133
XPO icon
214
XPO
XPO
$15.3B
$210K 0.01%
1,949
+235
ILMN icon
215
Illumina
ILMN
$14.7B
$209K 0.01%
2,634
-2,700
PAYC icon
216
Paycom
PAYC
$11.3B
$203K 0.01%
+931
UAA icon
217
Under Armour
UAA
$2.05B
$68.3K ﹤0.01%
+10,926
AFL icon
218
Aflac
AFL
$57.6B
-25,451
ALGN icon
219
Align Technology
ALGN
$9.46B
-1,099
ARE icon
220
Alexandria Real Estate Equities
ARE
$12.8B
-33,472
BDX icon
221
Becton Dickinson
BDX
$54.2B
-13,088
CCI icon
222
Crown Castle
CCI
$42.4B
-19,721
CMCSA icon
223
Comcast
CMCSA
$109B
-8,020
COHR icon
224
Coherent
COHR
$18.3B
-2,278
GME icon
225
GameStop
GME
$10.3B
-6,581