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
$8.53B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$9.08M
3
+$5.46M
4
AAPL icon
Apple
AAPL
+$5.42M
5
MSFT icon
Microsoft
MSFT
+$3.57M

Top Sells

1
+$54M
2
+$14.3M
3
+$6.14M
4
VZ icon
Verizon
VZ
+$1.77M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.57M

Sector Composition

1 Healthcare 65.39%
2 Technology 4.88%
3 Financials 3.14%
4 Consumer Discretionary 2.54%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$423K 0.01%
7,193
-614
477
$422K ﹤0.01%
3,998
-49
478
$421K ﹤0.01%
1,924
+41
479
$420K ﹤0.01%
3,039
-17
480
$420K ﹤0.01%
3,512
-24
481
$420K ﹤0.01%
7,617
+2,311
482
$417K ﹤0.01%
30,602
+7,674
483
$417K ﹤0.01%
9,870
-6,699
484
$416K ﹤0.01%
4,556
+365
485
$415K ﹤0.01%
6,282
-558
486
$413K ﹤0.01%
6,221
-102
487
$413K ﹤0.01%
13,075
488
$411K ﹤0.01%
5,009
+1,348
489
$411K ﹤0.01%
18,839
+992
490
$407K ﹤0.01%
17,236
+730
491
$407K ﹤0.01%
3,195
+48
492
$404K ﹤0.01%
4,712
+43
493
$404K ﹤0.01%
3,120
+248
494
$404K ﹤0.01%
3,979
-62
495
$403K ﹤0.01%
3,265
-149
496
$403K ﹤0.01%
25,542
+6,716
497
$401K ﹤0.01%
8,350
-1,250
498
$401K ﹤0.01%
1,672
+24
499
$399K ﹤0.01%
7,921
500
$398K ﹤0.01%
10,050
-100
18 19
20
21 22