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
276
$488K 0.01%
6,953
+635
277
$488K 0.01%
3,396
278
$488K 0.01%
21,528
+3,420
279
$483K 0.01%
2,367
+680
280
$481K 0.01%
6,144
+2,831
281
$478K 0.01%
2,564
+756
282
$476K 0.01%
3,521
+263
283
$472K 0.01%
6,915
+1,788
284
$469K 0.01%
2,430
+1,005
285
$465K 0.01%
9,628
-598
286
$465K 0.01%
1,987
+382
287
$460K 0.01%
686
+112
288
$459K 0.01%
6,403
289
$456K 0.01%
3,195
+477
290
$455K 0.01%
5,049
+955
291
$453K 0.01%
3,906
+1,123
292
$453K 0.01%
+124,312
293
$449K 0.01%
7,124
+11
294
$447K 0.01%
6,908
-4,283
295
$446K 0.01%
+8,234
296
$442K 0.01%
1,485
+393
297
$441K 0.01%
20,300
+2,743
298
$441K 0.01%
+33,226
299
$441K 0.01%
3,155
+1,130
300
$439K 0.01%
12,418
+838
10 11
12
13 14