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
426
$453K 0.01%
13,075
427
$452K 0.01%
3,677
+125
428
$451K 0.01%
3,156
-39
429
$447K 0.01%
+1,675
430
$446K 0.01%
3,859
431
$445K 0.01%
3,710
-30
432
$444K 0.01%
10,150
+240
433
$443K 0.01%
7,175
+604
434
$443K 0.01%
2,260
+228
435
$442K 0.01%
7,361
+494
436
$441K 0.01%
5,284
-2
437
$441K 0.01%
7,239
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438
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9,339
-457
439
$439K 0.01%
6,555
+154
440
$437K 0.01%
20,791
-741
441
$436K 0.01%
5,495
-94
442
$434K 0.01%
23,664
+7,888
443
$433K 0.01%
6,840
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444
$432K 0.01%
1,422
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445
$432K 0.01%
6,702
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446
$430K 0.01%
+11,155
447
$426K 0.01%
7,395
+75
448
$426K 0.01%
9,600
+336
449
$426K 0.01%
7,921
450
$424K 0.01%
12,025
-34
16 17
18
19 20