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
$8.53B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$9.08M
3
+$5.46M
4
AAPL icon
Apple
AAPL
+$5.42M
5
MSFT icon
Microsoft
MSFT
+$3.57M

Top Sells

1
+$54M
2
+$14.3M
3
+$6.14M
4
VZ icon
Verizon
VZ
+$1.77M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.57M

Sector Composition

1 Healthcare 65.39%
2 Technology 4.88%
3 Financials 3.14%
4 Consumer Discretionary 2.54%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$588K 0.01%
4,220
+510
377
$587K 0.01%
8,682
+328
378
$581K 0.01%
2,302
+212
379
$577K 0.01%
6,492
+369
380
$573K 0.01%
17,473
+53
381
$572K 0.01%
3,328
+1,005
382
$572K 0.01%
11,980
+3,765
383
$570K 0.01%
11,168
+598
384
$570K 0.01%
11,526
+1,055
385
$569K 0.01%
3,287
-69
386
$569K 0.01%
1,885
+40
387
$565K 0.01%
3,090
+106
388
$563K 0.01%
7,165
-1,022
389
$562K 0.01%
4,846
-1,447
390
$560K 0.01%
5,413
-95
391
$560K 0.01%
5,293
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392
$555K 0.01%
24,013
+715
393
$554K 0.01%
4,168
-7
394
$550K 0.01%
18,226
+162
395
$548K 0.01%
1,084
+182
396
$548K 0.01%
7,491
+936
397
$547K 0.01%
11,569
+3,353
398
$543K 0.01%
7,487
+163
399
$540K 0.01%
3,187
400
$540K 0.01%
8,817
+442
14 15
16
17 18