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
$6.38B
AUM Growth
-$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$2.36M
3 +$1.69M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.51M
5
AER icon
AerCap
AER
+$1.31M

Top Sells

1 +$29.8M
2 +$6.62M
3 +$6.44M
4
SYK icon
Stryker
SYK
+$6.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.45M

Sector Composition

1 Healthcare 72.49%
2 Financials 2.68%
3 Technology 2.58%
4 Consumer Discretionary 1.62%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-11,621
552
-5,731
553
-2,086
554
-2,885
555
-10,288
556
-9,396
557
-16,270
558
-1
559
-4,340
560
-5,723
561
-3,103
562
-17,365
563
-38,240
564
-4,026
565
-1,503
566
-11,286
567
-27,717
568
-1,733
569
-4,070
570
-37,452
571
-3,544
572
-30,303
573
-9,520
574
-3,361
575
-12,600