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
301
$353K 0.01%
3,216
+673
302
$349K 0.01%
7,154
+501
303
$349K 0.01%
16,668
+2,757
304
$346K 0.01%
1,813
305
$339K 0.01%
1,605
+254
306
$338K 0.01%
4,367
307
$337K 0.01%
2,004
+246
308
$336K 0.01%
9,127
+48
309
$332K 0.01%
+7,016
310
$332K 0.01%
1,672
+105
311
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5,833
312
$330K 0.01%
14,555
313
$329K 0.01%
11,385
314
$322K 0.01%
1,687
+190
315
$321K 0.01%
44,201
316
$321K 0.01%
5,639
+236
317
$320K 0.01%
6,128
318
$320K 0.01%
9,998
+46
319
$319K 0.01%
4,865
+131
320
$316K 0.01%
28,496
+7,051
321
$315K 0.01%
2,025
+322
322
$315K 0.01%
16,934
323
$313K 0.01%
3,566
324
$313K 0.01%
3,480
325
$313K 0.01%
2,965
+267
11 12
13
14 15