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
326
$313K 0.01%
7,283
+6,540
327
$310K 0.01%
20,122
328
$308K 0.01%
900
329
$308K 0.01%
1,425
+113
330
$307K 0.01%
3,167
+463
331
$307K 0.01%
5,127
+377
332
$307K 0.01%
14,611
-2,695
333
$305K 0.01%
5,169
334
$304K 0.01%
9,281
335
$303K 0.01%
4,702
+265
336
$301K 0.01%
5,767
+812
337
$301K 0.01%
3,772
338
$300K 0.01%
2,783
+125
339
$299K 0.01%
1
340
$299K 0.01%
4,430
+472
341
$298K 0.01%
3,801
-4,976
342
$295K 0.01%
10,381
343
$294K 0.01%
1,092
+106
344
$293K 0.01%
4,340
-1,170
345
$292K 0.01%
1,671
-14,626
346
$291K 0.01%
10,056
347
$290K 0.01%
3,482
+39
348
$285K 0.01%
5,640
349
$283K 0.01%
7,706
+7,606
350
$283K 0.01%
16,882
+1,133
12 13
14
15 16