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
426
$426K 0.01%
2,144
-24
427
$425K 0.01%
21,267
+3,048
428
$425K 0.01%
7,991
+133
429
$424K 0.01%
6,630
+1,639
430
$423K 0.01%
7,308
-49
431
$423K 0.01%
1,920
+256
432
$421K 0.01%
6,880
+17
433
$420K 0.01%
7,921
434
$419K 0.01%
14,750
+3,800
435
$415K 0.01%
+3,750
436
$412K 0.01%
5,278
+1,583
437
$412K 0.01%
+4,201
438
$412K 0.01%
9,044
+1,984
439
$410K 0.01%
9,289
+409
440
$410K 0.01%
6,141
+813
441
$409K 0.01%
3,201
+504
442
$409K 0.01%
6,382
+69
443
$407K 0.01%
6,144
-264
444
$406K 0.01%
1,479
-32
445
$405K 0.01%
+3,055
446
$405K 0.01%
1,785
+58
447
$404K 0.01%
5,029
+194
448
$404K 0.01%
10,939
-191
449
$403K 0.01%
6,700
+1,319
450
$401K 0.01%
14,798
-185
16 17
18
19 20