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
$2.7B
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$60.5M
3
+$45.4M
4
ARM icon
Arm
ARM
+$40M
5
NEE icon
NextEra Energy
NEE
+$35.6M

Top Sells

1
+$142M
2
+$70.6M
3
+$64.3M
4
ADBE icon
Adobe
ADBE
+$60.5M
5
META icon
Meta Platforms (Facebook)
META
+$51.8M

Sector Composition

1 Technology 45.58%
2 Consumer Discretionary 13.82%
3 Communication Services 10.28%
4 Utilities 8.23%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$335K 0.01%
2,675
+300
52
$299K 0.01%
9,295
+3,930
53
$298K 0.01%
+1,415
54
$184K 0.01%
1,320
+150
55
$172K 0.01%
+4,080
56
$138K 0.01%
+2,160
57
$127K ﹤0.01%
155
-2,725
58
– –
-500
59
– –
-28,915
60
– –
-265,425
61
– –
-4,264
62
– –
-430
63
– –
-120,327
64
– –
-594
65
– –
-119,965
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3