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
451
$222K ﹤0.01%
6,234
-185
452
$221K ﹤0.01%
2,192
-3,534
453
$220K ﹤0.01%
+2,495
454
$217K ﹤0.01%
+3,641
455
$216K ﹤0.01%
+2,765
456
$216K ﹤0.01%
33,540
-35,255
457
$216K ﹤0.01%
+3,833
458
$215K ﹤0.01%
+4,908
459
$215K ﹤0.01%
1,810
460
$215K ﹤0.01%
+8,833
461
$214K ﹤0.01%
+1,249
462
$214K ﹤0.01%
1,518
+1,379
463
$214K ﹤0.01%
+2,906
464
$214K ﹤0.01%
3,990
-650
465
$213K ﹤0.01%
+10,192
466
$212K ﹤0.01%
+1,609
467
$211K ﹤0.01%
+1,987
468
$210K ﹤0.01%
+7,348
469
$210K ﹤0.01%
+9,508
470
$209K ﹤0.01%
7,585
+4,750
471
$207K ﹤0.01%
+5,464
472
$207K ﹤0.01%
1,667
-105
473
$207K ﹤0.01%
+3,135
474
$206K ﹤0.01%
+2,629
475
$206K ﹤0.01%
11,579
+1,251
17 18
19
20 21