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
$2.88B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$62.8M
3
+$58.4M
4
WIX icon
WIX.com
WIX
+$46.4M
5
JCI icon
Johnson Controls International
JCI
+$43.5M

Top Sells

1
+$115M
2
+$72.2M
3
+$71.9M
4
V icon
Visa
V
+$67.8M
5
GEV icon
GE Vernova
GEV
+$52M

Sector Composition

1 Technology 33.14%
2 Industrials 19.38%
3 Communication Services 12.38%
4 Consumer Discretionary 11.77%
5 Utilities 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-24,780
77
– –
-15,948
78
– –
-101,465
1 2 3
4