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
$4.56B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$33.4M
2 +$8.19M
3 +$5.96M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.99M
5
BKNG icon
Booking.com
BKNG
+$3.95M

Top Sells

1 +$39.6M
2 +$9.21M
3 +$7.7M
4
GILD icon
Gilead Sciences
GILD
+$5.35M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$3.62M

Sector Composition

1 Healthcare 76.76%
2 Financials 2.3%
3 Technology 2.07%
4 Consumer Staples 1.23%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$37K ﹤0.01%
+210
477
$37K ﹤0.01%
+2,610
478
$37K ﹤0.01%
481
-2,233
479
$37K ﹤0.01%
+674
480
$36K ﹤0.01%
+335
481
$36K ﹤0.01%
+209
482
$35K ﹤0.01%
+315
483
$35K ﹤0.01%
+1,207
484
$35K ﹤0.01%
+238
485
$34K ﹤0.01%
+840
486
$34K ﹤0.01%
+670
487
$34K ﹤0.01%
+349
488
$34K ﹤0.01%
+290
489
$33K ﹤0.01%
+2,815
490
$33K ﹤0.01%
+505
491
$32K ﹤0.01%
+712
492
$32K ﹤0.01%
+332
493
$32K ﹤0.01%
+533
494
$32K ﹤0.01%
+1,515
495
$32K ﹤0.01%
+197
496
$31K ﹤0.01%
+228
497
$31K ﹤0.01%
+846
498
$31K ﹤0.01%
+345
499
$31K ﹤0.01%
+1,594
500
$31K ﹤0.01%
+180