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
$160M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.73M
3
+$1.11M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.03M
5
NOW icon
ServiceNow
NOW
+$975K

Top Sells

1
+$3.82M
2
+$872K
3
+$820K
4
AMT icon
American Tower
AMT
+$743K
5
CRM icon
Salesforce
CRM
+$734K

Sector Composition

1 Technology 27.09%
2 Financials 13.47%
3 Healthcare 12.07%
4 Communication Services 10.94%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.16%
2,448
+60
52
$249K 0.16%
2,504
-5
53
$245K 0.15%
4,757
+290
54
$219K 0.14%
+1,070
55
$182K 0.11%
12,724
56
– –
-104,000
57
– –
-1,050
58
– –
-3,200
1 2
3