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
$3.58B
AUM Growth
+$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$66.4M
3
+$45.3M
4
TSLA icon
Tesla
TSLA
+$35.6M
5
SNOW icon
Snowflake
SNOW
+$33.8M

Top Sells

1
+$90.8M
2
+$69.5M
3
+$35.4M
4
PYPL icon
PayPal
PYPL
+$10.9M
5
NOW icon
ServiceNow
NOW
+$10.8M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.14%
3 Financials 14.11%
4 Consumer Discretionary 13.19%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$279M 7.8%
1,673,220
+398,400
2
$275M 7.67%
941,406
+108,344
3
$269M 7.52%
800,319
+69,565
4
$266M 7.42%
1,833,080
+313,000
5
$185M 5.18%
285,594
-16,595
6
$177M 4.94%
2,351,549
-19,790
7
$167M 4.68%
250,925
-1,285
8
$164M 4.59%
5,579,220
+246,020
9
$163M 4.55%
453,120
+81,970
10
$152M 4.24%
1,625,548
+190,285
11
$147M 4.12%
1,024,027
+84,065
12
$140M 3.91%
1,162,560
+84,645
13
$136M 3.79%
625,503
+150,665
14
$113M 3.15%
+187,110
15
$112M 3.13%
1,649,841
+486,245
16
$111M 3.1%
811,850
+222,280
17
$108M 3.02%
534,483
-5,155
18
$99.7M 2.79%
708,382
-13,185
19
$97.7M 2.73%
717,643
-20,590
20
$95.3M 2.66%
505,536
-57,750
21
$93.7M 2.62%
165,185
+22,760
22
$91.3M 2.55%
547,790
-212,110
23
$62.5M 1.75%
159,760
+71,660
24
$36.4M 1.02%
103,281
+101,118
25
$33.8M 0.94%
+99,785
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