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
$1.4B
AUM Growth
+$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$33.8M
3
+$32.1M
4
AVGO icon
Broadcom
AVGO
+$31.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$30.7M

Top Sells

1
+$33.4M
2
+$15.8M
3
+$3.78M
4
NVDA icon
NVIDIA
NVDA
+$3.03M
5
FI icon
Fiserv
FI
+$2.33M

Sector Composition

1 Technology 38.51%
2 Healthcare 20.45%
3 Communication Services 17.48%
4 Financials 12%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-47,890
28
– –
-93,070
1
2