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
$4.38B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$52.8M
2
+$12.7M
3
+$10.9M
4
SCS
Steelcase
SCS
+$6.63M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.41M

Top Sells

1
+$105M
2
+$11.4M
3
+$8.22M
4
PG icon
Procter & Gamble
PG
+$6.14M
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
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