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
$8.2B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$5.75M
3
+$4.61M
4
MSFT icon
Microsoft
MSFT
+$2.8M
5
NFLX icon
Netflix
NFLX
+$2.69M

Top Sells

1
+$8.97M
2
+$2.66M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.9M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.47M

Sector Composition

1 Healthcare 67.65%
2 Technology 4.11%
3 Financials 3.09%
4 Consumer Discretionary 2.33%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$487K 0.01%
1,845
-70
402
$485K 0.01%
3,414
-722
403
$483K 0.01%
1,228
+38
404
$479K 0.01%
4,208
+56
405
$477K 0.01%
2,283
406
$477K 0.01%
6,784
+414
407
$472K 0.01%
18,064
-875
408
$472K 0.01%
5,508
+301
409
$471K 0.01%
1,739
+31
410
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4,163
411
$470K 0.01%
3,531
+458
412
$469K 0.01%
7,296
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413
$468K 0.01%
2,529
+5
414
$467K 0.01%
2,984
-314
415
$465K 0.01%
4,137
+58
416
$463K 0.01%
10,466
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417
$463K 0.01%
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418
$463K 0.01%
2,090
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419
$460K 0.01%
902
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420
$460K 0.01%
3,780
-1,632
421
$457K 0.01%
3,015
-182
422
$455K 0.01%
2,217
+66
423
$455K 0.01%
1,626
+1
424
$454K 0.01%
1,893
+26
425
$453K 0.01%
7,807
+556
15 16
17
18 19