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
401
$230K ﹤0.01%
3,677
+177
402
$228K ﹤0.01%
1,810
403
$227K ﹤0.01%
728
-1,159
404
$226K ﹤0.01%
827
-80
405
$226K ﹤0.01%
3,272
-1,021
406
$224K ﹤0.01%
11,593
407
$224K ﹤0.01%
4,073
408
$224K ﹤0.01%
21,143
+9,641
409
$223K ﹤0.01%
1,906
-80
410
$223K ﹤0.01%
3,932
-793
411
$221K ﹤0.01%
4,029
+3,812
412
$219K ﹤0.01%
+851
413
$219K ﹤0.01%
39,985
-11,476
414
$217K ﹤0.01%
7,056
415
$216K ﹤0.01%
3,855
416
$215K ﹤0.01%
+7,213
417
$215K ﹤0.01%
+4,200
418
$213K ﹤0.01%
11,038
419
$212K ﹤0.01%
+1,375
420
$211K ﹤0.01%
2,710
-1,740
421
$211K ﹤0.01%
18,548
422
$210K ﹤0.01%
923
+820
423
$208K ﹤0.01%
8,081
424
$207K ﹤0.01%
5,011
+228
425
$206K ﹤0.01%
23,801
15 16
17
18 19