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
301
$437K 0.01%
2,621
+617
302
$435K 0.01%
+7,633
303
$434K 0.01%
4,831
304
$430K 0.01%
6,140
-12,645
305
$428K 0.01%
2,516
+1,141
306
$428K 0.01%
8,367
+2,600
307
$428K 0.01%
3,895
+930
308
$426K 0.01%
19,635
-6,256
309
$425K 0.01%
1,464
+637
310
$425K 0.01%
2,146
+474
311
$423K 0.01%
9,774
+647
312
$423K 0.01%
60,361
+584
313
$420K 0.01%
3,696
+35
314
$416K 0.01%
5,090
-12
315
$416K 0.01%
+3,408
316
$409K 0.01%
10,906
+892
317
$408K 0.01%
+6,507
318
$407K 0.01%
5,826
+187
319
$406K 0.01%
+17,406
320
$402K 0.01%
+9,087
321
$400K 0.01%
17,205
+151
322
$399K 0.01%
+6,125
323
$396K 0.01%
3,864
+697
324
$393K 0.01%
+3,702
325
$393K 0.01%
14,781
11 12
13
14 15