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
$423M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$5.06M
3
+$3.49M
4
CTAS icon
Cintas
CTAS
+$3.23M
5
UNP icon
Union Pacific
UNP
+$3.03M

Top Sells

1
+$10.2M
2
+$9.33M
3
+$5.26M
4
ANET icon
Arista Networks
ANET
+$3.65M
5
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.06%
1,162
-21
77
$221K 0.05%
+891
78
$208K 0.05%
+1,723
79
$203K 0.05%
+2,400
80
– –
-26,721
81
– –
-82,305
1 2 3
4