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
$156M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.36M
3
+$2.7M
4
ZM icon
Zoom
ZM
+$1.41M
5
UNH icon
UnitedHealth
UNH
+$1.34M

Top Sells

1
+$4.1M
2
+$3.66M
3
+$3.52M
4
PYPL icon
PayPal
PYPL
+$1.12M
5
NOW icon
ServiceNow
NOW
+$920K

Sector Composition

1 Technology 27.19%
2 Communication Services 15.29%
3 Financials 13.42%
4 Consumer Discretionary 10.32%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 2.01%
15,345
+4,718
27
$2.98M 1.9%
17,594
+71
28
$2.92M 1.87%
33,939
+232
29
$2.86M 1.83%
18,699
+6,939
30
$2.7M 1.73%
+15,006
31
$2.48M 1.58%
58,185
+4,689
32
$1.99M 1.27%
40,469
+3,703
33
$1.65M 1.05%
93,243
+5,952
34
$1.46M 0.93%
81,436
+5,896
35
$1.41M 0.9%
+15,930
36
$1.26M 0.8%
6,749
+501
37
$1.19M 0.76%
16,698
+972
38
$872K 0.56%
6,260
39
$767K 0.49%
6,916
+548
40
$623K 0.4%
7,406
41
$460K 0.29%
6,331
42
$440K 0.28%
8,036
-20
43
$435K 0.28%
2,040
-50
44
$378K 0.24%
+5,400
45
$307K 0.2%
+29,480
46
$292K 0.19%
2,228
47
$274K 0.18%
2,509
+50
48
$255K 0.16%
1,230
49
$245K 0.16%
1,836
50
$241K 0.15%
2,388
1
2
3