BP

Broadleaf Partners Portfolio holdings

AUM $480M
1-Year Est. Return 37.01%
This Quarter Est. Return
1 Year Est. Return
+37.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.15M
3
+$2.14M
4
HD icon
Home Depot
HD
+$1.87M
5
BIIB icon
Biogen
BIIB
+$1.62M

Top Sells

1
+$2.43M
2
+$1.93M
3
+$1.77M
4
NFLX icon
Netflix
NFLX
+$1.74M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M

Sector Composition

1 Technology 23.15%
2 Financials 16.5%
3 Communication Services 12.11%
4 Consumer Discretionary 11.33%
5 Healthcare 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.97%
35,373
+6,966
27
$2.53M 1.94%
17,148
+125
28
$2.44M 1.88%
11,391
-71
29
$2.26M 1.74%
13,016
+89
30
$2.2M 1.69%
42,166
-119
31
$2.15M 1.66%
+16,455
32
$1.97M 1.52%
31,607
-30,947
33
$1.81M 1.39%
38,535
+5,056
34
$1.32M 1.01%
28,107
+5,416
35
$1.15M 0.89%
66,660
+8,932
36
$1.14M 0.87%
69,534
+6,630
37
$917K 0.71%
+5,595
38
$820K 0.63%
6,397
39
$818K 0.63%
13,306
+8,110
40
$621K 0.48%
6,014
+1,271
41
$444K 0.34%
7,406
42
$421K 0.32%
2,110
43
$335K 0.26%
7,806
44
$321K 0.25%
2,943
-791
45
$252K 0.19%
2,364
+48
46
$245K 0.19%
4,448
47
$231K 0.18%
1,836
48
$218K 0.17%
2,388
49
$207K 0.16%
13,724
-134
50
$204K 0.16%
3,200
1
2
3