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
501
$39K ﹤0.01%
339
502
$38K ﹤0.01%
2,355
-255
503
$38K ﹤0.01%
322
-13
504
$38K ﹤0.01%
225
-50
505
$37K ﹤0.01%
209
506
$37K ﹤0.01%
455
507
$37K ﹤0.01%
780
-150
508
$37K ﹤0.01%
743
509
$36K ﹤0.01%
880
+34
510
$36K ﹤0.01%
270
-65
511
$36K ﹤0.01%
+712
512
$36K ﹤0.01%
505
513
$36K ﹤0.01%
209
+70
514
$35K ﹤0.01%
546
515
$34K ﹤0.01%
547
-49
516
$34K ﹤0.01%
347
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517
$34K ﹤0.01%
2,815
518
$34K ﹤0.01%
440
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519
$34K ﹤0.01%
529
+359
520
$34K ﹤0.01%
349
521
$34K ﹤0.01%
238
522
$33K ﹤0.01%
702
523
$33K ﹤0.01%
332
524
$33K ﹤0.01%
496
525
$33K ﹤0.01%
197
19 20
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