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
$5.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$4.84M
3
+$3.2M
4
AMZN icon
Amazon
AMZN
+$2.82M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.63M

Top Sells

1
+$39.8M
2
+$3.94M
3
+$2.83M
4
JLL icon
Jones Lang LaSalle
JLL
+$2.56M
5
TCF
TCF Financial Corporation Common Stock
TCF
+$2.34M

Sector Composition

1 Healthcare 76.51%
2 Financials 2.29%
3 Technology 2.2%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$462K 0.01%
3,396
-100
252
$462K 0.01%
6,318
+155
253
$456K 0.01%
7,008
+307
254
$455K 0.01%
7,667
-712
255
$450K 0.01%
68,795
+6,230
256
$449K 0.01%
3,661
+33
257
$447K 0.01%
5,404
+206
258
$446K 0.01%
21,746
+862
259
$445K 0.01%
16,862
-39
260
$440K 0.01%
4,105
-2,162
261
$439K 0.01%
8,596
+372
262
$435K 0.01%
5,423
+997
263
$430K 0.01%
12,157
+1,322
264
$430K 0.01%
222,051
+13,075
265
$430K 0.01%
94,106
266
$428K 0.01%
48,340
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267
$427K 0.01%
743
-18
268
$427K 0.01%
4,831
269
$425K 0.01%
4,046
+229
270
$424K 0.01%
7,113
-1,079
271
$422K 0.01%
10,849
-353
272
$419K 0.01%
15,070
-3,553
273
$418K 0.01%
4,211
-197
274
$418K 0.01%
12,099
+110
275
$413K 0.01%
5,947
+877
9 10
11
12 13