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
$7.57B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$7.08M
3
+$3.93M
4
TSLA icon
Tesla
TSLA
+$3.93M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.98M

Top Sells

1
+$116M
2
+$10.9M
3
+$7.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.69M

Sector Composition

1 Healthcare 67.33%
2 Technology 3.74%
3 Financials 3.11%
4 Consumer Discretionary 2.33%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$464K 0.01%
2,219
-24
402
$463K 0.01%
6,036
+646
403
$458K 0.01%
6,167
+681
404
$456K 0.01%
5,663
+89
405
$456K 0.01%
3,032
+547
406
$455K 0.01%
14,327
407
$453K 0.01%
3,159
+484
408
$453K 0.01%
3,655
+323
409
$451K 0.01%
+24,696
410
$446K 0.01%
1,112
+26
411
$445K 0.01%
5,097
-5
412
$444K 0.01%
3,147
+29
413
$443K 0.01%
30,122
-280
414
$442K 0.01%
4,964
+1,546
415
$442K 0.01%
109,900
-2,466
416
$439K 0.01%
7,701
+1,279
417
$438K 0.01%
+3,646
418
$438K 0.01%
21,500
+137
419
$436K 0.01%
1,914
+388
420
$434K 0.01%
3,677
+596
421
$434K 0.01%
3,055
+557
422
$434K 0.01%
4,130
+490
423
$432K 0.01%
1,636
+419
424
$430K 0.01%
1,851
+349
425
$430K 0.01%
3,055
+740
15 16
17
18 19