BP

Broadleaf Partners Portfolio holdings

AUM $474M
1-Year Est. Return 30.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.2M
2 +$2.92M
3 +$2.83M
4
COP icon
ConocoPhillips
COP
+$2.47M
5
CF icon
CF Industries
CF
+$2.42M

Top Sells

1 +$7.19M
2 +$6.97M
3 +$6.17M
4
PENN icon
PENN Entertainment
PENN
+$4.87M
5
SLB icon
SLB Ltd
SLB
+$4.4M

Sector Composition

1 Technology 24.29%
2 Communication Services 16.89%
3 Consumer Discretionary 13.94%
4 Financials 9.68%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-97,364
77
-6,613