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
$240M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.9M
3
+$389K
4
CB icon
Chubb
CB
+$201K
5
XOM icon
Exxon Mobil
XOM
+$125K

Top Sells

1
+$86K
2
+$82.2K
3
+$51.4K
4
AMZN icon
Amazon
AMZN
+$37.5K
5
ENPH icon
Enphase Energy
ENPH
+$31.6K

Sector Composition

1 Technology 25.15%
2 Consumer Discretionary 14.81%
3 Industrials 8.53%
4 Healthcare 7.74%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.76%
18,435
-15
27
$3.94M 1.64%
29,102
-48
28
$3.93M 1.64%
14,562
-24
29
$3.92M 1.63%
43,428
-96
30
$3.57M 1.49%
33,437
+58
31
$3.46M 1.44%
171,393
-780
32
$2.61M 1.09%
117,870
+102
33
$2.24M 0.93%
+25,939
34
$2.13M 0.89%
58,374
+309
35
$1.9M 0.79%
+11,545
36
$1.76M 0.73%
92,960
-684
37
$1.76M 0.73%
125,424
-507
38
$1.51M 0.63%
23,030
-289
39
$1.37M 0.57%
17,441
-188
40
$1.19M 0.5%
7,294
-21
41
$1.02M 0.43%
8,286
-61
42
$729K 0.3%
5,431
43
$633K 0.26%
2,370
-14
44
$617K 0.26%
4,890
+823
45
$601K 0.25%
3,684
46
$533K 0.22%
5,506
47
$483K 0.2%
3,125
+40
48
$483K 0.2%
1,751
-22
49
$428K 0.18%
4,907
+1,430
50
$389K 0.16%
+828
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