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
326
$228K 0.01%
4,971
327
$226K 0.01%
12,955
+479
328
$225K 0.01%
2,710
-290
329
$223K 0.01%
31,146
+797
330
$223K 0.01%
+1,383
331
$221K 0.01%
4,577
+1,644
332
$219K 0.01%
+7,140
333
$217K 0.01%
+4,923
334
$217K 0.01%
+8,110
335
$216K ﹤0.01%
+1,628
336
$214K ﹤0.01%
+10,071
337
$214K ﹤0.01%
+10,778
338
$212K ﹤0.01%
+3,641
339
$211K ﹤0.01%
+8,824
340
$207K ﹤0.01%
33,585
+801
341
$207K ﹤0.01%
+5,932
342
$206K ﹤0.01%
+2,544
343
$205K ﹤0.01%
3,708
-159
344
$204K ﹤0.01%
+14,412
345
$204K ﹤0.01%
2,667
-1,021
346
$201K ﹤0.01%
36,582
+25,687
347
$200K ﹤0.01%
6,309
-16,428
348
$195K ﹤0.01%
17,443
-5,365
349
$188K ﹤0.01%
+2,371
350
$188K ﹤0.01%
12,252
-130
12 13
14
15 16