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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$7.47M
2 +$7.39M
3 +$6.77M
4
PYPL icon
PayPal
PYPL
+$5.86M
5
META icon
Meta Platforms (Facebook)
META
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.97%
2 Financials 16.94%
3 Communication Services 16.09%
4 Healthcare 12.51%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.17%
+3,940
52
$202K 0.17%
+13,858
53
$195K 0.16%
+2,331
54
$56K 0.05%
+1,425