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
$306M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.62M
3
+$7.13M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.19M
5
TSLA icon
Tesla
TSLA
+$5.71M

Top Sells

1
+$6.63M
2
+$6.61M
3
+$5.63M
4
GS icon
Goldman Sachs
GS
+$4.77M
5
VLO icon
Valero Energy
VLO
+$4.68M

Sector Composition

1 Technology 28.99%
2 Healthcare 15.28%
3 Consumer Discretionary 14.78%
4 Communication Services 7.98%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.17%
1,307
+237
52
$469K 0.15%
3,920
53
$419K 0.14%
8,098
54
$367K 0.12%
21,318
55
$362K 0.12%
1,040
56
$354K 0.12%
8,513
57
$352K 0.12%
1,181
58
$329K 0.11%
1,706
+601
59
$324K 0.11%
2,061
-82
60
$316K 0.1%
2,576
61
$314K 0.1%
3,520
62
$306K 0.1%
2,409
63
$290K 0.09%
1,159
64
$282K 0.09%
1,280
65
$274K 0.09%
994
+39
66
$261K 0.09%
3,995
-21,362
67
$246K 0.08%
1,200
-19,682
68
$238K 0.08%
+2,000
69
$233K 0.08%
5,671
70
$232K 0.08%
2,719
71
$223K 0.07%
+1,316
72
$217K 0.07%
957
73
$211K 0.07%
19,532
-40
74
$209K 0.07%
+13,128
75
$207K 0.07%
+1,190
1 2
3
4