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
$300M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.36M
2 +$5.99M
3 +$4.88M
4
URI icon
United Rentals
URI
+$4.64M
5
DXCM icon
DexCom
DXCM
+$3.61M

Top Sells

1 +$12.8M
2 +$11M
3 +$6.88M
4
ADBE icon
Adobe
ADBE
+$6.23M
5
CF icon
CF Industries
CF
+$4.29M

Sector Composition

1 Technology 26.04%
2 Consumer Discretionary 15.77%
3 Healthcare 8.73%
4 Communication Services 8.17%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,426