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
$254M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.43M
3
+$3.69M
4
DHR icon
Danaher
DHR
+$2.92M
5
URI icon
United Rentals
URI
+$2.26M

Top Sells

1
+$11.8M
2
+$3.64M
3
+$2.93M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
INTU icon
Intuit
INTU
+$2M

Sector Composition

1 Technology 21.68%
2 Healthcare 12.79%
3 Industrials 11.98%
4 Financials 9.21%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.5M 1.78%
11,599
-5,056
27
$4.43M 1.75%
+33,053
28
$4.38M 1.73%
42,745
-683
29
$4.19M 1.65%
33,007
-430
30
$4.1M 1.62%
28,700
-402
31
$3.76M 1.48%
171,975
+582
32
$3.62M 1.43%
9,309
-5,143
33
$2.99M 1.18%
118,716
+846
34
$2.39M 0.94%
61,233
+2,859
35
$2.14M 0.84%
8,070
+6,674
36
$1.89M 0.74%
126,342
+918
37
$1.89M 0.74%
93,114
+154
38
$1.68M 0.66%
23,782
+752
39
$1.43M 0.56%
17,045
-396
40
$1.29M 0.51%
7,294
41
$1.14M 0.45%
8,092
-194
42
$878K 0.35%
5,431
43
$741K 0.29%
4,890
44
$732K 0.29%
2,370
45
$653K 0.26%
3,612
-72
46
$605K 0.24%
5,506
47
$553K 0.22%
1,751
48
$541K 0.21%
4,907
49
$494K 0.19%
2,914
-211
50
$452K 0.18%
828
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2
3