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
351
$338K 0.01%
3,566
352
$336K 0.01%
5,184
+15
353
$335K 0.01%
6,754
+2,725
354
$329K 0.01%
6,103
+5,778
355
$329K 0.01%
3,844
+362
356
$326K 0.01%
12,821
+4,740
357
$324K 0.01%
3,461
+774
358
$323K 0.01%
+2,389
359
$321K 0.01%
11,385
360
$317K 0.01%
894
-6
361
$314K 0.01%
5,723
-405
362
$314K 0.01%
+4,461
363
$312K 0.01%
+2,678
364
$307K 0.01%
1,849
+178
365
$306K 0.01%
12,430
+2,075
366
$305K 0.01%
5,316
+451
367
$305K 0.01%
4,080
-580
368
$304K 0.01%
+3,174
369
$303K 0.01%
1,035
+307
370
$303K 0.01%
5,309
+1,059
371
$302K 0.01%
3,345
+576
372
$302K 0.01%
10,994
-8,998
373
$301K 0.01%
+4,878
374
$301K 0.01%
7,052
-231
375
$298K 0.01%
3,501
+3,167
13 14
15
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