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
$6.32B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.46M
3
+$1.46M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.37M
5
BALL icon
Ball Corp
BALL
+$1.25M

Top Sells

1
+$13.7M
2
+$5.75M
3
+$5.65M
4
HMC icon
Honda
HMC
+$1.83M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M

Sector Composition

1 Healthcare 73.84%
2 Financials 2.35%
3 Technology 2.29%
4 Consumer Discretionary 1.65%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
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