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
376
$295K 0.01%
+1,802
377
$294K 0.01%
+5,603
378
$294K 0.01%
3,346
-134
379
$293K 0.01%
20,442
+4,496
380
$293K 0.01%
5,640
381
$291K 0.01%
7,469
+1,414
382
$288K 0.01%
9,951
-47
383
$288K 0.01%
16,041
-893
384
$288K 0.01%
1,316
+393
385
$288K 0.01%
5,449
-39
386
$286K 0.01%
2,613
+707
387
$284K 0.01%
9,882
+1,572
388
$283K 0.01%
6,502
+555
389
$283K 0.01%
10,099
+43
390
$283K 0.01%
2,094
+38
391
$282K 0.01%
3,780
+264
392
$282K 0.01%
1
393
$282K 0.01%
48,957
+8,972
394
$282K 0.01%
4,329
+256
395
$282K 0.01%
+20,706
396
$281K 0.01%
9,281
397
$280K 0.01%
+1,399
398
$280K 0.01%
+6,021
399
$279K 0.01%
13,427
400
$278K 0.01%
10,897
+9,945
14 15
16
17 18