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
$2.17B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$77.7M
3
+$45.8M
4
PINS icon
Pinterest
PINS
+$44.1M
5
ONON icon
On Holding
ONON
+$40.6M

Top Sells

1
+$80.1M
2
+$65.5M
3
+$56M
4
V icon
Visa
V
+$46.2M
5
MA icon
Mastercard
MA
+$41.6M

Sector Composition

1 Technology 41.81%
2 Consumer Discretionary 18.93%
3 Communication Services 14.24%
4 Financials 8.9%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.6M 1.41%
232,122
-185,065
27
$30.6M 1.37%
+199,920
28
$29.3M 1.31%
+262,450
29
$25.5M 1.14%
146,403
+3,877
30
$18.5M 0.83%
27,998
-84,825
31
$15.3M 0.69%
+355,455
32
$5.45M 0.24%
30,408
-114,071
33
$4.7M 0.21%
11,451
-554
34
$4.31M 0.19%
57,365
+30,825
35
$4.11M 0.18%
7,259
-360
36
$4.02M 0.18%
85,760
+15,385
37
$4M 0.18%
18,532
-110
38
$3.96M 0.18%
+97,874
39
$3.95M 0.18%
+2,515
40
$3.12M 0.14%
+37,875
41
$3.11M 0.14%
15,130
+2,820
42
$3.09M 0.14%
50,901
-2,309
43
$3.02M 0.14%
+6,690
44
$2.49M 0.11%
+28,610
45
$2.18M 0.1%
63,285
-57,760
46
$1.94M 0.09%
+40,385
47
$1.57M 0.07%
27,295
-31,460
48
$172K 0.01%
+1,890
49
$162K 0.01%
+4,060
50
$117K 0.01%
+1,050
1
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