GT

Greenleaf Trust Portfolio holdings

AUM $11.3B
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
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
526
$33K ﹤0.01%
612
527
$32K ﹤0.01%
345
528
$32K ﹤0.01%
840
529
$32K ﹤0.01%
180
530
$32K ﹤0.01%
1,515
531
$31K ﹤0.01%
712
532
$31K ﹤0.01%
508
-166
533
$31K ﹤0.01%
614
-56
534
$31K ﹤0.01%
322
+145
535
$31K ﹤0.01%
16
536
$30K ﹤0.01%
563
537
$29K ﹤0.01%
199
-29
538
$29K ﹤0.01%
279
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539
$29K ﹤0.01%
1,006
540
$29K ﹤0.01%
414
541
$29K ﹤0.01%
1,614
542
$28K ﹤0.01%
386
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$28K ﹤0.01%
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544
$28K ﹤0.01%
1,525
+750
545
$28K ﹤0.01%
308
546
$27K ﹤0.01%
254
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$27K ﹤0.01%
233
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548
$27K ﹤0.01%
283
-16
549
$27K ﹤0.01%
518
550
$27K ﹤0.01%
820
20 21
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