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
51
$224K 0.01%
2,155
+265
52
$200K 0.01%
+5,365
53
$199K 0.01%
2,375
-507,685
54
$139K 0.01%
1,170
+80
55
$97.1K ﹤0.01%
+430
56
$93.2K ﹤0.01%
594
-456
57
$37.1K ﹤0.01%
+500
58
– –
-27,295
59
– –
-28,610
60
– –
-114,178
1 2
3