GT

Greenleaf Trust Portfolio holdings

AUM $10.9B
1-Year Est. Return 8.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$9.78M
3
+$6.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.51M
5
AMZN icon
Amazon
AMZN
+$5.06M

Top Sells

1
+$24.9M
2
+$12.7M
3
+$8.89M
4
C icon
Citigroup
C
+$8.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.1M

Sector Composition

1 Healthcare 69.67%
2 Technology 3.57%
3 Financials 2.74%
4 Consumer Discretionary 2.16%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$246K ﹤0.01%
20,544
527
$245K ﹤0.01%
+1,132
528
$245K ﹤0.01%
+935
529
$245K ﹤0.01%
+6,335
530
$245K ﹤0.01%
+1,277
531
$245K ﹤0.01%
12,597
+1,191
532
$243K ﹤0.01%
+3,377
533
$242K ﹤0.01%
4,295
534
$241K ﹤0.01%
2,674
-41
535
$241K ﹤0.01%
+2,564
536
$241K ﹤0.01%
+865
537
$240K ﹤0.01%
2,555
+42
538
$240K ﹤0.01%
+2,617
539
$240K ﹤0.01%
+3,216
540
$239K ﹤0.01%
4,625
541
$238K ﹤0.01%
1,558
-9
542
$237K ﹤0.01%
4,897
+143
543
$237K ﹤0.01%
3,258
+234
544
$237K ﹤0.01%
+2,434
545
$237K ﹤0.01%
+958
546
$237K ﹤0.01%
+3,576
547
$236K ﹤0.01%
3,418
+108
548
$235K ﹤0.01%
+3,921
549
$234K ﹤0.01%
+1,797
550
$234K ﹤0.01%
6,305
-296
20 21
22
23 24