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
76
– –
-33,548
77
– –
-77,659
78
– –
-14,585
79
– –
-43,531
80
– –
-33,665
81
– –
-46,904
82
– –
-59,610
1 2 3
4