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
$629M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$23.1M
3
+$11.9M
4
THO icon
Thor Industries
THO
+$10.3M
5
ABT icon
Abbott
ABT
+$9.9M

Top Sells

1
+$21.3M
2
+$18.6M
3
+$15.6M
4
AMZN icon
Amazon
AMZN
+$5.29M
5
UNH icon
UnitedHealth
UNH
+$4.27M

Sector Composition

1 Technology 36.3%
2 Consumer Discretionary 18.7%
3 Healthcare 15.68%
4 Financials 14.73%
5 Communication Services 14.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$495K 0.07%
+16,698
27
– –
-31,500
28
– –
-19,650
29
– –
0
30
– –
-32,400
31
– –
-401,470
32
– –
-431,725
33
– –
-48,967
1
2