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
$382M
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.48M
3
+$3.38M
4
JPM icon
JPMorgan Chase
JPM
+$3.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.12M

Top Sells

1
+$10.7M
2
+$5.95M
3
+$5.3M
4
TDG icon
TransDigm Group
TDG
+$3.96M
5
NFLX icon
Netflix
NFLX
+$3.59M

Sector Composition

1 Technology 32.25%
2 Communication Services 11.8%
3 Consumer Discretionary 11.49%
4 Financials 11.18%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.06%
1,150
-6
77
$216K 0.06%
+868
78
$207K 0.05%
+2,640
79
$204K 0.05%
861
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80
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-90,854
81
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-5,634
82
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-13,869
83
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-539
84
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-1,704
85
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-2,280
1 2 3
4