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
376
$253K 0.01%
8,830
377
$253K 0.01%
4,640
378
$253K 0.01%
18,114
379
$250K 0.01%
13,427
380
$248K ﹤0.01%
2,056
+1,828
381
$246K ﹤0.01%
42,050
+7,772
382
$246K ﹤0.01%
3,516
+162
383
$245K ﹤0.01%
4,847
-6,555
384
$245K ﹤0.01%
5,740
385
$243K ﹤0.01%
1,784
-159
386
$243K ﹤0.01%
1,772
+30
387
$242K ﹤0.01%
2,587
+87
388
$238K ﹤0.01%
2,262
389
$238K ﹤0.01%
3,579
+27
390
$238K ﹤0.01%
+12,605
391
$237K ﹤0.01%
+7,616
392
$237K ﹤0.01%
1,730
+1,460
393
$235K ﹤0.01%
5,170
+16
394
$235K ﹤0.01%
2,475
+125
395
$234K ﹤0.01%
6,419
396
$233K ﹤0.01%
2,550
397
$233K ﹤0.01%
2,769
+59
398
$232K ﹤0.01%
+1,944
399
$232K ﹤0.01%
2,325
+2,003
400
$230K ﹤0.01%
3,677
+177
14 15
16
17 18