MP

Munro Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 40.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$82.9M
2
+$80.6M
3
+$70.3M
4
AMD icon
Advanced Micro Devices
AMD
+$69M
5
VRT icon
Vertiv
VRT
+$65.8M

Top Sells

1
+$95.3M
2
+$66.7M
3
+$57.9M
4
GEV icon
GE Vernova
GEV
+$46.7M
5
NOW icon
ServiceNow
NOW
+$35.9M

Sector Composition

1 Technology 32.42%
2 Industrials 18.17%
3 Communication Services 18.06%
4 Healthcare 8.57%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.1%
10,260
+5,765
52
$3.17M 0.1%
17,590
+3,500
53
$3.16M 0.1%
+57,180
54
$2.8M 0.09%
18,610
+9,685
55
$2.62M 0.08%
+121,875
56
$2.57M 0.08%
16,200
-12,130
57
$2.36M 0.07%
26,050
+11,075
58
$2.35M 0.07%
+4,860
59
$2.3M 0.07%
+119,875
60
$2.19M 0.07%
+9,305
61
$2.15M 0.07%
29,545
-4,230
62
$1.89M 0.06%
10,865
-10,495
63
$1.87M 0.06%
+11,475
64
$1.85M 0.06%
+37,325
65
$1.56M 0.05%
+28,679
66
$1.34M 0.04%
19,735
-5,795
67
– –
-3,590
68
– –
-22,790
69
– –
-33,651
70
– –
-11,549
71
– –
-1,083,065
72
– –
-13,040
73
– –
0
74
– –
-7,320
75
– –
-55,715
1 2
3
4