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
$130M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.15M
3
+$2.14M
4
HD icon
Home Depot
HD
+$1.87M
5
BIIB icon
Biogen
BIIB
+$1.62M

Top Sells

1
+$2.43M
2
+$1.93M
3
+$1.77M
4
NFLX icon
Netflix
NFLX
+$1.74M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M

Sector Composition

1 Technology 23.15%
2 Financials 16.5%
3 Communication Services 12.11%
4 Consumer Discretionary 11.33%
5 Healthcare 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$151K 0.12%
2,331
52
$48K 0.04%
1,425
53
– –
-4,600
54
– –
-2,780
55
– –
-13,970
56
– –
-3,940
57
– –
-1,230
1 2
3