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
$5.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$4.84M
3
+$3.2M
4
AMZN icon
Amazon
AMZN
+$2.82M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.63M

Top Sells

1
+$39.8M
2
+$3.94M
3
+$2.83M
4
JLL icon
Jones Lang LaSalle
JLL
+$2.56M
5
TCF
TCF Financial Corporation Common Stock
TCF
+$2.34M

Sector Composition

1 Healthcare 76.51%
2 Financials 2.29%
3 Technology 2.2%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$57K ﹤0.01%
2,495
477
$54K ﹤0.01%
1,639
478
$51K ﹤0.01%
1,348
479
$51K ﹤0.01%
1,051
-696
480
$49K ﹤0.01%
1,125
481
$46K ﹤0.01%
1,207
482
$44K ﹤0.01%
686
+489
483
$44K ﹤0.01%
712
484
$42K ﹤0.01%
+31,681
485
$40K ﹤0.01%
16
486
$38K ﹤0.01%
1,340
487
$38K ﹤0.01%
180
488
$37K ﹤0.01%
296
489
$36K ﹤0.01%
702
490
$36K ﹤0.01%
197
491
$35K ﹤0.01%
+1,640
492
$34K ﹤0.01%
1,745
493
$34K ﹤0.01%
505
494
$34K ﹤0.01%
1,525
495
$32K ﹤0.01%
+706
496
$32K ﹤0.01%
238
497
$31K ﹤0.01%
2,815
498
$31K ﹤0.01%
563
499
$31K ﹤0.01%
209
500
$31K ﹤0.01%
349
18 19
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