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
451
$423K 0.01%
8,016
+116
452
$421K 0.01%
9,886
+288
453
$420K 0.01%
2,060
+60
454
$418K 0.01%
11,448
-78
455
$417K 0.01%
2,798
-46
456
$417K 0.01%
2,929
-435
457
$416K 0.01%
5,606
+424
458
$416K 0.01%
3,580
+292
459
$414K 0.01%
4,931
+18
460
$414K 0.01%
3,236
+61
461
$414K 0.01%
8,418
+503
462
$412K 0.01%
3,016
+472
463
$412K 0.01%
3,080
+415
464
$411K 0.01%
2,644
+107
465
$410K 0.01%
1,946
-80
466
$408K 0.01%
4,498
+276
467
$407K 0.01%
3,286
-46
468
$407K 0.01%
29,148
469
$406K ﹤0.01%
4,564
+804
470
$404K ﹤0.01%
29,779
-2,808
471
$403K ﹤0.01%
6,678
+320
472
$401K ﹤0.01%
11,568
+632
473
$400K ﹤0.01%
14,631
+1,345
474
$399K ﹤0.01%
1,380
+55
475
$399K ﹤0.01%
7,291
+16
17 18
19
20 21