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
$3.58B
AUM Growth
+$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$66.4M
3 +$45.3M
4
TSLA icon
Tesla
TSLA
+$35.6M
5
SNOW icon
Snowflake
SNOW
+$33.8M

Top Sells

1 +$90.8M
2 +$69.5M
3 +$35.4M
4
PYPL icon
PayPal
PYPL
+$10.9M
5
NOW icon
ServiceNow
NOW
+$10.8M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.14%
3 Financials 14.11%
4 Consumer Discretionary 13.19%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.66M 0.07%
27,586
+20,980
27
$1.98M 0.06%
6,501
+4,665
28
-1,262,804
29
-289,585