MP
Munro Partners Portfolio holdings
AUM
$3.65B
1-Year Est. Return
44.63%
1 Year Est. Return
+44.63%
AUM
$3.21B
AUM Growth
+$1.11B
(+53%)
Holding
76
Top Buys
| 1 | +$112M | |
| 2 | +$101M | |
| 3 | +$89.9M | |
| 4 |
Vertiv
VRT
|
+$86.9M |
| 5 |
Visa
V
|
+$71.6M |
Top Sells
| 1 | +$95.3M | |
| 2 | +$82.1M | |
| 3 | +$73.5M | |
| 4 |
GE Vernova
GEV
|
+$59.4M |
| 5 |
ServiceNow
NOW
|
+$39.2M |
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 | |
|---|---|---|---|---|---|---|
76
Thermo Fisher Scientific
TMO
$204B
| – | – |
-24,255
|
|