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
$156M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.36M
3
+$2.7M
4
ZM icon
Zoom
ZM
+$1.41M
5
UNH icon
UnitedHealth
UNH
+$1.34M

Top Sells

1
+$4.1M
2
+$3.66M
3
+$3.52M
4
PYPL icon
PayPal
PYPL
+$1.12M
5
NOW icon
ServiceNow
NOW
+$920K

Sector Composition

1 Technology 27.19%
2 Communication Services 15.29%
3 Financials 13.42%
4 Consumer Discretionary 10.32%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.14%
4,467
52
$219K 0.14%
1,999
53
$209K 0.13%
+1,050
54
$208K 0.13%
3,200
55
$176K 0.11%
12,724
56
– –
-208,576
57
– –
-9,600
58
– –
-62,137
59
– –
-1,000
1 2
3