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
$548M
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$31.5M
3
+$27.3M
4
BABA icon
Alibaba
BABA
+$22M
5
WP
Worldpay, Inc.
WP
+$19M

Top Sells

1
+$1.66M
2
+$1.38M

Sector Composition

1 Technology 29.84%
2 Healthcare 15.68%
3 Consumer Discretionary 15.42%
4 Communication Services 15.02%
5 Financials 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.6M 8%
601,960
+469,300
2
$42.4M 6.33%
720,780
+536,000
3
$40.1M 5.98%
339,784
+231,450
4
$26.4M 3.94%
489,375
+307,825
5
$25.3M 3.78%
216,153
+153,211
6
$23.5M 3.51%
88,105
+64,050
7
$22M 3.28%
+120,500
8
$21.7M 3.25%
139,235
+100,200
9
$21.5M 3.22%
207,475
+158,325
10
$19.8M 2.96%
125,314
+110,064
11
$19.7M 2.94%
71,884
+55,150
12
$19.3M 2.88%
50,648
+32,225
13
$19M 2.83%
+167,175
14
$18.6M 2.77%
+93,950
15
$18.3M 2.73%
77,672
+56,027
16
$16.7M 2.5%
67,871
+45,200
17
$13.9M 2.08%
+122,053
18
$12.9M 1.92%
+36,150
19
$12.8M 1.92%
99,716
+61,125
20
$12.7M 1.9%
+146,100
21
$12.7M 1.9%
+76,300
22
$12.2M 1.82%
49,189
+21,775
23
$11.9M 1.77%
316,141
+253,193
24
$10.3M 1.53%
+128,250
25
$8.97M 1.34%
+46,750
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