We are live on ! Find out more
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
$5.06B
AUM Growth
-$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$92.2M
2 +$48.4M
3 +$39.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$29.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.61M

Top Sells

1 +$20M
2 +$5.31M
3 +$3.58M
4
AAP icon
Advance Auto Parts
AAP
+$2.92M
5
SYF icon
Synchrony
SYF
+$1.65M

Sector Composition

1 Healthcare 72.37%
2 Financials 2.27%
3 Technology 2.26%
4 Consumer Discretionary 1.39%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-12,075
527
-5,843
528
-963
529
-3,930
530
-9,682
531
-4,084
532
-2,764
533
-3,863
534
-5,325
535
-3,887
536
-10,580
537
-19,118
538
-1,889
539
-2,290
540
-2,084
541
-7,756
542
-1,479
543
-3,235
544
-6,078
545
-3,103
546
-8,677
547
-1,708
548
-6,270
549
-2,852
550
-30,949