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
$1.7B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$95M
2
+$65.5M
3
+$64.2M
4
CRM icon
Salesforce
CRM
+$38.3M
5
UNH icon
UnitedHealth
UNH
+$21.2M

Top Sells

1
+$100M
2
+$88.3M
3
+$70.3M
4
AMD icon
Advanced Micro Devices
AMD
+$59.7M
5
ABT icon
Abbott
ABT
+$56.1M

Sector Composition

1 Technology 20.39%
2 Healthcare 20.24%
3 Financials 16.52%
4 Utilities 11.12%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.1%
7,701
+2,130
27
$1.72M 0.1%
34,225
-477,424
28
$1.54M 0.09%
+12,395
29
$1.41M 0.08%
20,436
-553,000
30
– –
-244,150
31
– –
-10,025
32
– –
-102,995
33
– –
-322,300
34
– –
-108,500
1
2