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
426
$204K ﹤0.01%
4,741
427
$202K ﹤0.01%
3,434
428
$201K ﹤0.01%
36,542
429
$201K ﹤0.01%
1,240
-12
430
$201K ﹤0.01%
2,331
-32,825
431
$192K ﹤0.01%
10,328
+9,157
432
$188K ﹤0.01%
50,836
433
$185K ﹤0.01%
+12,035
434
$180K ﹤0.01%
11,510
+73
435
$170K ﹤0.01%
13,223
436
$169K ﹤0.01%
14,703
437
$162K ﹤0.01%
15,008
+196
438
$156K ﹤0.01%
42,262
439
$151K ﹤0.01%
3,218
-1,471
440
$147K ﹤0.01%
17,241
-222
441
$143K ﹤0.01%
35,466
442
$142K ﹤0.01%
+12,547
443
$139K ﹤0.01%
1,000
444
$137K ﹤0.01%
3,935
445
$122K ﹤0.01%
19,040
+2,952
446
$120K ﹤0.01%
4,300
447
$118K ﹤0.01%
3,919
-4,792
448
$118K ﹤0.01%
14,755
+147
449
$116K ﹤0.01%
2,015
450
$116K ﹤0.01%
7,090
+2,205
16 17
18
19 20