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
276
$409K 0.01%
4,094
+198
277
$408K 0.01%
14,781
278
$407K 0.01%
2,718
+9
279
$406K 0.01%
23,156
+521
280
$401K 0.01%
60,329
+3,091
281
$400K 0.01%
33,059
-109
282
$399K 0.01%
1,808
+182
283
$397K 0.01%
18,108
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284
$394K 0.01%
11,580
-231
285
$393K 0.01%
9,700
286
$392K 0.01%
16,383
+293
287
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4,069
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288
$382K 0.01%
10,014
+650
289
$381K 0.01%
2,805
+152
290
$379K 0.01%
24,612
+866
291
$373K 0.01%
5,102
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292
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+41,794
293
$372K 0.01%
574
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294
$372K 0.01%
4,660
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295
$367K 0.01%
17,557
-4,489
296
$363K 0.01%
4,282
297
$362K 0.01%
2,420
+167
298
$360K 0.01%
49,482
299
$360K 0.01%
2,133
+202
300
$359K 0.01%
5,522
10 11
12
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