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
251
$552K 0.01%
3,658
+853
252
$549K 0.01%
21,210
+12,380
253
$546K 0.01%
10,094
-15,961
254
$544K 0.01%
15,139
+4,290
255
$544K 0.01%
17,898
+2,828
256
$540K 0.01%
6,459
+2,496
257
$540K 0.01%
15,150
+150
258
$539K 0.01%
3,194
+774
259
$537K 0.01%
3,168
-3,567
260
$532K 0.01%
33,397
+136
261
$529K 0.01%
51,614
262
$526K 0.01%
14,182
+2,025
263
$526K 0.01%
19,315
-3,402
264
$521K 0.01%
5,018
-266
265
$519K 0.01%
3,744
+750
266
$517K 0.01%
4,795
+1,579
267
$516K 0.01%
6,522
+123
268
$514K 0.01%
2,802
+669
269
$506K 0.01%
11,880
+628
270
$499K 0.01%
9,912
+1,316
271
$499K 0.01%
+5,985
272
$497K 0.01%
6,510
+2,080
273
$493K 0.01%
9,776
+2,622
274
$492K 0.01%
12,099
275
$490K 0.01%
13,096
+5,883
9 10
11
12 13