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
$390M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.35M
3
+$3.33M
4
NFLX icon
Netflix
NFLX
+$3.21M
5
UBER icon
Uber
UBER
+$3.11M

Top Sells

1
+$6.63M
2
+$4.9M
3
+$4.56M
4
VRT icon
Vertiv
VRT
+$3.86M
5
NVDA icon
NVIDIA
NVDA
+$3.8M

Sector Composition

1 Technology 34.15%
2 Consumer Discretionary 14.1%
3 Healthcare 12.81%
4 Communication Services 10.65%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.17%
1,408
52
$668K 0.17%
1,742
-3
53
$660K 0.17%
5,811
54
$590K 0.15%
2,269
+263
55
$562K 0.14%
3,723
56
$463K 0.12%
22,746
+267
57
$442K 0.11%
1,706
58
$420K 0.11%
874
-273
59
$414K 0.11%
3,386
-13
60
$409K 0.1%
1,040
61
$400K 0.1%
8,017
-81
62
$368K 0.09%
8,488
-25
63
$338K 0.09%
2,576
64
$333K 0.09%
1,181
65
$320K 0.08%
949
-325
66
$320K 0.08%
2,027
+12
67
$311K 0.08%
1,159
68
$295K 0.08%
1,200
69
$295K 0.08%
5,491
70
$294K 0.08%
2,143
-221
71
$278K 0.07%
760
72
$267K 0.07%
19,107
+209
73
$256K 0.07%
2,719
74
$251K 0.06%
2,000
75
$246K 0.06%
1,183
-7
1 2
3
4