BP
Broadleaf Partners Portfolio holdings
AUM
$454M
This Quarter Return
+5.13%
1 Year Return
+28.74%
3 Year Return
+156.4%
5 Year Return
+247.26%
10 Year Return
–
AUM
$423M
AUM Growth
+$423M
(+2.3%)
Cap. Flow
-$5.98M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
45.52%
Holding
81
New
6
Increased
16
Reduced
33
Closed
2
Top Buys
| 1 |
Goldman Sachs
GS
|
$6.24M |
| 2 |
Fidelity Blue Chip Growth ETF
FBCG
|
$5.06M |
| 3 |
United Therapeutics
UTHR
|
$3.49M |
| 4 |
Cintas
CTAS
|
$3.45M |
| 5 |
Union Pacific
UNP
|
$3.03M |
Top Sells
| 1 |
CrowdStrike
CRWD
|
$10.2M |
| 2 |
DexCom
DXCM
|
$9.33M |
| 3 |
NVIDIA
NVDA
|
$5.26M |
| 4 |
Arista Networks
ANET
|
$3.65M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.35M |
Sector Composition
| 1 | Technology | 33.93% |
| 2 | Communication Services | 11.52% |
| 3 | Consumer Discretionary | 11.41% |
| 4 | Healthcare | 10.27% |
| 5 | Industrials | 7.81% |
