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
$454M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.3M
3
+$3.23M
4
JPM icon
JPMorgan Chase
JPM
+$3.18M
5
AVGO icon
Broadcom
AVGO
+$2.95M

Top Sells

1
+$3.95M
2
+$3.72M
3
+$3.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.99M
5
KKR icon
KKR & Co
KKR
+$2.95M

Sector Composition

1 Technology 36.26%
2 Communication Services 12.57%
3 Consumer Discretionary 10.84%
4 Financials 9.54%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$276K 0.06%
1,200
77
$258K 0.06%
1,043
78
$256K 0.06%
868
79
$241K 0.05%
2,640
80
$220K 0.05%
861
81
$210K 0.05%
+495
82
$209K 0.05%
+1,924
83
– –
-25,545
1 2 3
4