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

Top Buys

1
+$11.8M
2
+$1.41M
3
+$1.38M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.38M
5
AER icon
AerCap
AER
+$1.17M

Top Sells

1
+$12.7M
2
+$5.81M
3
+$5.67M
4
HMC icon
Honda
HMC
+$1.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

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
in Stake 		Capital Flow
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