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
$2.9B
AUM Growth
+$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$106M
3
+$76.7M
4
WMS icon
Advanced Drainage Systems
WMS
+$62.3M
5
NOW icon
ServiceNow
NOW
+$56.8M

Top Sells

1
+$93.5M
2
+$62.6M
3
+$59.9M
4
TWLO icon
Twilio
TWLO
+$47.8M
5
TEAM icon
Atlassian
TEAM
+$44.2M

Sector Composition

1 Technology 35.02%
2 Financials 15.98%
3 Consumer Discretionary 9.8%
4 Healthcare 9.68%
5 Communication Services 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-223,605
27
– –
-1,361,793
28
– –
-196,083
29
– –
-1,059,600
1
2