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
351
$283K 0.01%
2,034
-1,497
352
$282K 0.01%
4,955
-322
353
$282K 0.01%
3,313
+187
354
$281K 0.01%
+5,488
355
$281K 0.01%
5,703
356
$278K 0.01%
4,582
-128
357
$278K 0.01%
2,687
+376
358
$275K 0.01%
2,349
+650
359
$273K 0.01%
4,250
+3,957
360
$273K 0.01%
5,947
+4,799
361
$272K 0.01%
17,054
362
$271K 0.01%
28,350
363
$270K 0.01%
10,570
+9,776
364
$270K 0.01%
15,946
+1,412
365
$266K 0.01%
1,559
366
$266K 0.01%
1,100
367
$266K 0.01%
763
+685
368
$264K 0.01%
8,310
+498
369
$262K 0.01%
3,751
+3,387
370
$261K 0.01%
24,158
-166
371
$260K 0.01%
32,593
+2,670
372
$258K 0.01%
4,935
-272
373
$257K 0.01%
3,963
+137
374
$256K 0.01%
10,355
+1,010
375
$254K 0.01%
6,055
+415
13 14
15
16 17