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
$4.93B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$4.87M
3
+$3.54M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.01M
5
TCF
TCF Financial Corporation Common Stock
TCF
+$1.69M

Top Sells

1
+$50.8M
2
+$7.23M
3
+$5.55M
4
GWPH
GW Pharmaceuticals Plc American Depositary Shares
GWPH
+$1.17M
5
JLL icon
Jones Lang LaSalle
JLL
+$972K

Sector Composition

1 Healthcare 76.27%
2 Financials 2.4%
3 Technology 2.13%
4 Consumer Staples 1.21%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$234K ﹤0.01%
29,923
402
$233K ﹤0.01%
2,710
403
$233K ﹤0.01%
1,986
+1,721
404
$233K ﹤0.01%
4,783
+25
405
$230K ﹤0.01%
3,354
+3,074
406
$230K ﹤0.01%
+3,552
407
$230K ﹤0.01%
5,223
408
$228K ﹤0.01%
4,741
409
$228K ﹤0.01%
3,500
-181
410
$226K ﹤0.01%
2,381
+2,142
411
$224K ﹤0.01%
1,810
-49
412
$221K ﹤0.01%
1,252
+1,121
413
$220K ﹤0.01%
4,652
+4,400
414
$219K ﹤0.01%
+11,437
415
$218K ﹤0.01%
1,699
416
$215K ﹤0.01%
+3,835
417
$214K ﹤0.01%
61
+56
418
$213K ﹤0.01%
7,904
419
$211K ﹤0.01%
+8,081
420
$211K ﹤0.01%
+9,546
421
$210K ﹤0.01%
+3,105
422
$206K ﹤0.01%
+5,017
423
$205K ﹤0.01%
+6,045
424
$205K ﹤0.01%
+3,434
425
$202K ﹤0.01%
+1,609
15 16
17
18 19