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
551
$27K ﹤0.01%
1,541
+1,000
552
$26K ﹤0.01%
418
553
$26K ﹤0.01%
1,448
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554
$26K ﹤0.01%
806
555
$26K ﹤0.01%
1,014
556
$25K ﹤0.01%
48
557
$25K ﹤0.01%
500
558
$25K ﹤0.01%
277
-4,725
559
$25K ﹤0.01%
142
560
$24K ﹤0.01%
604
561
$24K ﹤0.01%
118
-21
562
$24K ﹤0.01%
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563
$24K ﹤0.01%
789
564
$24K ﹤0.01%
78
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565
$24K ﹤0.01%
228
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566
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$23K ﹤0.01%
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569
$23K ﹤0.01%
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570
$23K ﹤0.01%
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571
$23K ﹤0.01%
293
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$23K ﹤0.01%
+1,353
573
$23K ﹤0.01%
191
574
$23K ﹤0.01%
152
-30
575
$22K ﹤0.01%
421
21 22
23
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