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GT

Greenleaf Trust Portfolio holdings

AUM $10.2B
1-Year Est. Return 2.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.09%
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
+$34.5M
2
+$4.94M
3
+$3.28M
4
AMZN icon
Amazon
AMZN
+$2.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.66M

Top Sells

1
+$39.9M
2
+$3.67M
3
+$3.15M
4
TCF
TCF Financial Corporation Common Stock
TCF
+$2.41M
5
JLL icon
Jones Lang LaSalle
JLL
+$2.35M

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
526
$11K ﹤0.01%
+268
527
$11K ﹤0.01%
772
528
$11K ﹤0.01%
682
-671
529
$10K ﹤0.01%
156
530
$2K ﹤0.01%
35
531
– –
-569
532
– –
-183
533
– –
-9,546
534
– –
-277
535
– –
-94
536
– –
-488
537
– –
-6,607
538
– –
-1,541
539
– –
-1,006
540
– –
-142
541
– –
-111
542
– –
-1,260
543
– –
-141
544
– –
-5,017
545
– –
-12,385
546
– –
-35
547
– –
-899
548
– –
-302
549
– –
-414
550
– –
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