MP

Munro Partners Portfolio holdings

AUM $3.65B
1-Year Est. Return 44.64%
This Quarter Est. Return
1 Year Est. Return
+44.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.81M
3
+$9.04M
4
CME icon
CME Group
CME
+$9.01M
5
TSM icon
TSMC
TSM
+$6.53M

Top Sells

1
+$19M
2
+$12.7M
3
+$9.31M
4
HD icon
Home Depot
HD
+$8.97M
5
ZBRA icon
Zebra Technologies
ZBRA
+$8.96M

Sector Composition

1 Technology 28.37%
2 Communication Services 17.02%
3 Consumer Discretionary 16.33%
4 Healthcare 14.65%
5 Financials 14.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.27%
+42,000
27
– –
-46,750
28
– –
-146,100
29
– –
-1,000
30
– –
-70,100
31
– –
0
32
– –
-42,750
33
– –
-117,650
34
– –
-134,286
35
– –
-167,175
1
2