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
$10.8B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Sells

1 +$8.95M
2 +$8.23M
3 +$5.28M
4
NVO icon
Novo Nordisk
NVO
+$3.8M
5
MSFT icon
Microsoft
MSFT
+$3.54M

Sector Composition

1 Healthcare 63.74%
2 Technology 5.35%
3 Financials 3.03%
4 Consumer Discretionary 2.26%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$553K 0.01%
15,309
+5,843
452
$553K 0.01%
15,276
-6,067
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$553K 0.01%
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460
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$517K ﹤0.01%
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$516K ﹤0.01%
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$515K ﹤0.01%
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$514K ﹤0.01%
2,632
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$513K ﹤0.01%
18,111
-1,508
474
$511K ﹤0.01%
10,234
475
$510K ﹤0.01%
2,617
+5