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
$413M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.6M
3
+$4.52M
4
AMZN icon
Amazon
AMZN
+$3.09M
5
TDG icon
TransDigm Group
TDG
+$2.13M

Top Sells

1
+$6.9M
2
+$6.23M
3
+$4.47M
4
UNH icon
UnitedHealth
UNH
+$3.53M
5
SHW icon
Sherwin-Williams
SHW
+$2.02M

Sector Composition

1 Technology 38.72%
2 Consumer Discretionary 11.98%
3 Healthcare 11.68%
4 Communication Services 11.57%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,131
77
– –
-8,868
78
– –
-9,587
79
– –
-931
80
– –
-1,723
81
– –
-39,267
1 2 3
4