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
251
$355K 0.01%
+9,002
252
$353K 0.01%
14,168
+244
253
$350K 0.01%
76,670
+24,163
254
$349K 0.01%
+13,569
255
$349K 0.01%
+19,401
256
$347K 0.01%
11,026
257
$346K 0.01%
14,006
258
$343K 0.01%
11,744
-1,454
259
$341K 0.01%
1,600
260
$340K 0.01%
7,079
261
$337K 0.01%
2,645
+136
262
$331K 0.01%
7,602
+1,189
263
$330K 0.01%
20,539
+2,230
264
$330K 0.01%
169,141
+95,664
265
$329K 0.01%
5,441
-75
266
$327K 0.01%
7,338
+1,089
267
$321K 0.01%
1,477
-597
268
$320K 0.01%
+3,480
269
$319K 0.01%
+7,651
270
$317K 0.01%
37,865
+7,195
271
$315K 0.01%
2,892
+80
272
$314K 0.01%
2,515
+156
273
$313K 0.01%
7,112
-1,439
274
$306K 0.01%
84,800
+10,240
275
$305K 0.01%
9,461
9 10
11
12 13