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
$2.32B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$70.2M
2
+$65.4M
3
+$62.2M
4
NVDA icon
NVIDIA
NVDA
+$56.3M
5
DAR icon
Darling Ingredients
DAR
+$56.1M

Top Sells

1
+$83.4M
2
+$76.9M
3
+$76.4M
4
QCOM icon
Qualcomm
QCOM
+$69.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$66.8M

Sector Composition

1 Technology 38.71%
2 Financials 16.42%
3 Communication Services 13.56%
4 Consumer Discretionary 9.58%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-196,515
27
– –
-143,461
28
– –
0
29
– –
-455,575
30
– –
-279,665
31
– –
-116,257
32
– –
-1,904,450
33
– –
-186,230
1
2