GT

Greenleaf Trust Portfolio holdings

AUM $11.3B
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
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
276
$304K 0.01%
+9,079
277
$303K 0.01%
5,420
278
$300K 0.01%
1,514
+122
279
$299K 0.01%
+11,212
280
$295K 0.01%
2,462
+91
281
$291K 0.01%
1,820
+139
282
$291K 0.01%
11,192
+429
283
$287K 0.01%
903
-24
284
$286K 0.01%
8,069
+382
285
$286K 0.01%
5,500
286
$285K 0.01%
5,102
287
$284K 0.01%
9,235
-3,542
288
$278K 0.01%
+5,703
289
$278K 0.01%
8,425
+2,498
290
$277K 0.01%
+51,288
291
$275K 0.01%
1,919
-888
292
$275K 0.01%
45,583
+18,553
293
$274K 0.01%
+4,512
294
$273K 0.01%
4,545
-20
295
$272K 0.01%
16,020
+438
296
$269K 0.01%
5,000
297
$263K 0.01%
4,962
+652
298
$261K 0.01%
7,414
299
$261K 0.01%
4,981
+670
300
$259K 0.01%
7,703
10 11
12
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