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
$2.79B
AUM Growth
+$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$48.7M
3
+$46.9M
4
CRH icon
CRH
CRH
+$43.8M
5
NXT icon
Nextracker
NXT
+$36.2M

Top Sells

1
+$60.1M
2
+$55.5M
3
+$42.5M
4
AVGO icon
Broadcom
AVGO
+$32.6M
5
CLH icon
Clean Harbors
CLH
+$21M

Sector Composition

1 Technology 47.43%
2 Consumer Discretionary 16.76%
3 Communication Services 13.35%
4 Financials 7.24%
5 Utilities 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40.1M 1.44%
1,132,090
-372,240
27
$36.2M 1.3%
580,964
-55,735
28
$31.3M 1.12%
+265,425
29
$31.3M 1.12%
451,735
+447,675
30
$20.2M 0.72%
+64,585
31
$8.48M 0.3%
42,126
-104,277
32
$6.26M 0.22%
24,107
+5,575
33
$6.15M 0.22%
28,858
-1,550
34
$6.11M 0.22%
19,245
+4,115
35
$6.11M 0.22%
13,166
+1,715
36
$5.25M 0.19%
91,784
-6,090
37
$5.19M 0.19%
119,765
-235,690
38
$4.99M 0.18%
144,695
+81,410
39
$4.91M 0.18%
60,140
+19,755
40
$3.8M 0.14%
2,510
-5
41
$3.47M 0.12%
4,740
-23,258
42
$3.18M 0.11%
25,454
-31,911
43
$3.16M 0.11%
6,625
-65
44
$2.75M 0.1%
31,025
-6,850
45
$2.39M 0.09%
4,264
-2,995
46
$2.23M 0.08%
16,800
-245,650
47
$2.1M 0.08%
32,900
-18,001
48
$2.01M 0.07%
+28,915
49
$1.95M 0.07%
2,880
+2,740
50
$263K 0.01%
+1,910
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