BP

Broadleaf Partners Portfolio holdings

AUM $454M
1-Year Est. Return 28.74%
This Quarter Est. Return
1 Year Est. Return
+28.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.21M
3
+$1.18M
4
UNH icon
UnitedHealth
UNH
+$1.11M
5
GS icon
Goldman Sachs
GS
+$968K

Top Sells

1
+$2.02M
2
+$1.34M
3
+$1.16M
4
NOW icon
ServiceNow
NOW
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.12M

Sector Composition

1 Technology 22.39%
2 Healthcare 16.31%
3 Financials 14.41%
4 Communication Services 11.15%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.61%
15,144
-4,050
27
$2.9M 1.59%
23,977
-8,490
28
$2.77M 1.52%
62,384
+1,257
29
$2.77M 1.52%
18,475
+111
30
$2.73M 1.49%
11,876
-110
31
$2.65M 1.45%
7,478
-43
32
$2.4M 1.32%
25,965
-441
33
$2.4M 1.31%
9,143
-3,029
34
$1.94M 1.06%
100,449
+3,174
35
$1.88M 1.03%
44,268
+1,455
36
$1.75M 0.96%
92,724
+4,828
37
$1.42M 0.78%
7,167
+84
38
$1.32M 0.72%
17,338
+162
39
$1.04M 0.57%
7,140
+936
40
$933K 0.51%
7,784
+162
41
$582K 0.32%
50,104
+11,136
42
$507K 0.28%
+3,506
43
$468K 0.26%
5,281
44
$461K 0.25%
5,306
45
$458K 0.25%
2,024
-22
46
$443K 0.24%
3,238
+1,000
47
$437K 0.24%
3,500
+1,261
48
$396K 0.22%
+8,814
49
$395K 0.22%
8,226
+100
50
$349K 0.19%
5,400
1
2
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