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
$887M
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$29.9M
2 +$28.4M
3 +$25.7M
4
TMO icon
Thermo Fisher Scientific
TMO
+$23.4M
5
TSM icon
TSMC
TSM
+$22.2M

Top Sells

1 +$19M
2 +$15.5M
3 +$9.85M
4
CCI icon
Crown Castle
CCI
+$5.9M
5
PYPL icon
PayPal
PYPL
+$3.93M

Sector Composition

1 Technology 36.92%
2 Financials 18.45%
3 Healthcare 17.22%
4 Communication Services 16.77%
5 Consumer Discretionary 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-131,974
27
-40,852