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
$2.04B
AUM Growth
+$644M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$59.3M
3
+$58.3M
4
NFLX icon
Netflix
NFLX
+$47.8M
5
UBER icon
Uber
UBER
+$46.5M

Top Sells

1
+$47.4M
2
+$32.7M
3
+$6.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.84M
5
SPOT icon
Spotify
SPOT
+$1.17M

Sector Composition

1 Technology 39.51%
2 Communication Services 16.25%
3 Financials 14.99%
4 Healthcare 13.18%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$46.2M 2%
196,515
+129,615
27
$31.1M 1.35%
707,928
+130,928
28
– –
-321,729
29
– –
0
30
– –
0
1
2