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
451
$115K ﹤0.01%
1,490
452
$114K ﹤0.01%
17,862
+6,166
453
$107K ﹤0.01%
2,568
-1,124
454
$100K ﹤0.01%
1,400
-292
455
$100K ﹤0.01%
1,095
456
$96K ﹤0.01%
911
457
$96K ﹤0.01%
2,535
458
$84K ﹤0.01%
1,206
-302
459
$82K ﹤0.01%
619
460
$81K ﹤0.01%
2,230
461
$79K ﹤0.01%
1,200
462
$74K ﹤0.01%
632
463
$73K ﹤0.01%
702
-260
464
$72K ﹤0.01%
27,259
465
$72K ﹤0.01%
6,345
-401
466
$71K ﹤0.01%
969
467
$69K ﹤0.01%
1,582
+277
468
$67K ﹤0.01%
911
469
$67K ﹤0.01%
575
470
$66K ﹤0.01%
1,303
471
$64K ﹤0.01%
+2,025
472
$62K ﹤0.01%
226
473
$61K ﹤0.01%
2,835
474
$60K ﹤0.01%
+49
475
$60K ﹤0.01%
418
17 18
19
20 21