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
$5.25B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$8.62M
3
+$7.52M
4
META icon
Meta Platforms (Facebook)
META
+$7.37M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.01M

Top Sells

1
+$48.9M
2
+$10.5M
3
+$8.31M
4
MON
Monsanto Co
MON
+$7.14M
5
PG icon
Procter & Gamble
PG
+$5.44M

Sector Composition

1 Healthcare 76.13%
2 Technology 2.43%
3 Financials 2.36%
4 Consumer Discretionary 1.54%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$636K 0.01%
15,888
-2,506
227
$634K 0.01%
16,508
-8,041
228
$632K 0.01%
14,267
+1,928
229
$630K 0.01%
22,131
+5,748
230
$626K 0.01%
33,131
+11,385
231
$623K 0.01%
5,544
+1,475
232
$621K 0.01%
10,685
+145
233
$620K 0.01%
17,086
+1,824
234
$611K 0.01%
+9,722
235
$607K 0.01%
21,147
+4,111
236
$606K 0.01%
5,241
+1,195
237
$604K 0.01%
8,816
+113
238
$598K 0.01%
141,360
+47,254
239
$596K 0.01%
12,904
+1,795
240
$594K 0.01%
6,082
+1,871
241
$585K 0.01%
52,833
+24,337
242
$584K 0.01%
11,761
+4,055
243
$580K 0.01%
+20,986
244
$580K 0.01%
10,020
-55
245
$578K 0.01%
112,853
+20,955
246
$577K 0.01%
9,930
247
$576K 0.01%
15,652
248
$561K 0.01%
8,073
249
$554K 0.01%
+15,512
250
$554K 0.01%
7,277
+1,330
8 9
10
11 12