GT

Greenleaf Trust Portfolio holdings

AUM $11B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.38B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$12.8M
3
+$11M
4
SCS icon
Steelcase
SCS
+$5.64M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.45M

Top Sells

1
+$106M
2
+$11.8M
3
+$8.26M
4
PG icon
Procter & Gamble
PG
+$6.07M
5
AEP icon
American Electric Power
AEP
+$5.34M

Sector Composition

1 Healthcare 78.68%
2 Financials 2.13%
3 Technology 1.8%
4 Consumer Staples 1.19%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$414K 0.01%
5,337
-15
227
$413K 0.01%
54,110
+985
228
$410K 0.01%
6,228
-3,453
229
$407K 0.01%
5,058
-577
230
$406K 0.01%
3,681
-21,191
231
$403K 0.01%
4,824
-64
232
$402K 0.01%
+11,800
233
$402K 0.01%
2,851
234
$399K 0.01%
5,185
-750
235
$387K 0.01%
4,770
-696
236
$385K 0.01%
4,771
-1,261
237
$383K 0.01%
6,409
+150
238
$381K 0.01%
6,511
+1,762
239
$378K 0.01%
4,587
+589
240
$376K 0.01%
8,423
+675
241
$373K 0.01%
9,041
+3,031
242
$371K 0.01%
3,600
243
$371K 0.01%
5,497
+1,751
244
$365K 0.01%
5,609
-1,740
245
$363K 0.01%
6,607
246
$362K 0.01%
4,297
+252
247
$362K 0.01%
+4,378
248
$362K 0.01%
4,520
249
$360K 0.01%
12,649
-16,550
250
$359K 0.01%
2,950
-96,604
8 9
10
11 12