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
401
$277K 0.01%
+3,776
402
$276K 0.01%
+554
403
$276K 0.01%
4,669
+4,319
404
$274K 0.01%
+6,238
405
$274K 0.01%
17,881
-9,538
406
$274K 0.01%
6,005
+835
407
$273K 0.01%
4,122
-49,667
408
$273K 0.01%
4,664
+913
409
$273K 0.01%
4,205
-377
410
$270K 0.01%
18,165
+1,283
411
$267K 0.01%
1,100
412
$264K 0.01%
+1,551
413
$264K 0.01%
32,848
-15,492
414
$261K 0.01%
+2,872
415
$261K 0.01%
+3,075
416
$260K 0.01%
+5,760
417
$260K 0.01%
4,430
-525
418
$260K 0.01%
3,744
-28
419
$257K ﹤0.01%
4,023
+444
420
$255K ﹤0.01%
2,744
+419
421
$253K ﹤0.01%
+5,125
422
$252K ﹤0.01%
54,816
+10,615
423
$249K ﹤0.01%
+7,458
424
$249K ﹤0.01%
+12,748
425
$248K ﹤0.01%
7,045
+3,110
15 16
17
18 19