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
501
$31K ﹤0.01%
695
502
$29K ﹤0.01%
209
503
$29K ﹤0.01%
546
504
$28K ﹤0.01%
418
505
$28K ﹤0.01%
334
-282
506
$28K ﹤0.01%
308
507
$26K ﹤0.01%
508
508
$26K ﹤0.01%
788
-1
509
$24K ﹤0.01%
981
510
$23K ﹤0.01%
603
511
$21K ﹤0.01%
398
512
$21K ﹤0.01%
350
-707
513
$20K ﹤0.01%
117
-272
514
$19K ﹤0.01%
125
-100
515
$19K ﹤0.01%
+952
516
$17K ﹤0.01%
325
-711
517
$17K ﹤0.01%
139
-140
518
$17K ﹤0.01%
475
-156
519
$16K ﹤0.01%
275
520
$15K ﹤0.01%
145
-202
521
$14K ﹤0.01%
225
522
$13K ﹤0.01%
300
-480
523
$13K ﹤0.01%
65
-21
524
$12K ﹤0.01%
668
525
$11K ﹤0.01%
181
+39
19 20
21
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