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
$4.93B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$4.87M
3
+$3.54M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.01M
5
TCF
TCF Financial Corporation Common Stock
TCF
+$1.69M

Top Sells

1
+$50.8M
2
+$7.23M
3
+$5.55M
4
GWPH
GW Pharmaceuticals Plc American Depositary Shares
GWPH
+$1.17M
5
JLL icon
Jones Lang LaSalle
JLL
+$972K

Sector Composition

1 Healthcare 76.27%
2 Financials 2.4%
3 Technology 2.13%
4 Consumer Staples 1.21%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$55K ﹤0.01%
226
477
$54K ﹤0.01%
1,303
478
$53K ﹤0.01%
448
-38
479
$53K ﹤0.01%
353
-54
480
$52K ﹤0.01%
534
481
$52K ﹤0.01%
2,495
482
$50K ﹤0.01%
911
483
$49K ﹤0.01%
865
-147
484
$47K ﹤0.01%
1,125
+555
485
$45K ﹤0.01%
712
486
$45K ﹤0.01%
912
-81
487
$44K ﹤0.01%
499
488
$44K ﹤0.01%
4,515
+2,225
489
$44K ﹤0.01%
494
490
$44K ﹤0.01%
922
491
$44K ﹤0.01%
1,348
492
$44K ﹤0.01%
616
-119
493
$43K ﹤0.01%
1,639
494
$43K ﹤0.01%
695
+318
495
$42K ﹤0.01%
210
496
$41K ﹤0.01%
590
+57
497
$40K ﹤0.01%
296
498
$40K ﹤0.01%
1,207
499
$39K ﹤0.01%
1,340
+660
500
$39K ﹤0.01%
1,745
+860
18 19
20
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