GT

Greenleaf Trust Portfolio holdings

AUM $10.9B
1-Year Est. Return 8.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$9.78M
3
+$6.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.51M
5
AMZN icon
Amazon
AMZN
+$5.06M

Top Sells

1
+$24.9M
2
+$12.7M
3
+$8.89M
4
C icon
Citigroup
C
+$8.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.1M

Sector Composition

1 Healthcare 69.67%
2 Technology 3.57%
3 Financials 2.74%
4 Consumer Discretionary 2.16%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$481K 0.01%
2,748
-534
352
$478K 0.01%
5,194
353
$477K 0.01%
11,717
-39
354
$476K 0.01%
2,992
+110
355
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3,332
+358
356
$471K 0.01%
1,879
+112
357
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2,484
-69
358
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2,168
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359
$468K 0.01%
15,545
+1,184
360
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18,016
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361
$467K 0.01%
27,861
362
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2,204
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363
$465K 0.01%
12,413
-1,713
364
$465K 0.01%
12,493
+45
365
$462K 0.01%
6,224
+394
366
$461K 0.01%
80,508
-4,387
367
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5,392
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368
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4,091
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369
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3,011
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370
$444K 0.01%
17,352
371
$443K 0.01%
1,086
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372
$439K 0.01%
5,070
+62
373
$439K 0.01%
9,316
+336
374
$437K 0.01%
5,112
+197
375
$436K 0.01%
20,163
13 14
15
16 17