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
426
$247K ﹤0.01%
+1,452
427
$245K ﹤0.01%
+1,471
428
$242K ﹤0.01%
11,783
+190
429
$242K ﹤0.01%
5,764
+24
430
$240K ﹤0.01%
3,079
-722
431
$240K ﹤0.01%
+6,591
432
$240K ﹤0.01%
+4,753
433
$240K ﹤0.01%
+4,269
434
$240K ﹤0.01%
2,187
+2,042
435
$239K ﹤0.01%
2,441
-109
436
$237K ﹤0.01%
1,486
-73
437
$236K ﹤0.01%
408
-335
438
$235K ﹤0.01%
3,719
+1,704
439
$233K ﹤0.01%
+13,460
440
$232K ﹤0.01%
+3,020
441
$231K ﹤0.01%
4,435
-500
442
$231K ﹤0.01%
+670
443
$230K ﹤0.01%
+6,319
444
$229K ﹤0.01%
+4,854
445
$226K ﹤0.01%
+3,580
446
$225K ﹤0.01%
+2,021
447
$224K ﹤0.01%
2,231
-31
448
$224K ﹤0.01%
+12,255
449
$224K ﹤0.01%
+920
450
$223K ﹤0.01%
7,400
-216
16 17
18
19 20