We are trimming our large position in Microsoft (MSFT US) to fund the purchase of an alternative, high growth cloud company. This will leave a 6% portfolio weighting.
MM are trimming MSFT US in the International Equities Portfolio, reducing by 3% around $US268
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We are stepping up and adding Snowflake (SNOW US) to the portfolio – a high growth, higher risk portfolio position.
MM are buying SNOW US in the International Equities Portfolio, allocating 3% around $US140
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