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
$5.7B
AUM Growth
+$673M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$22.9M
3
+$19.4M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$13.2M
5
ADBE icon
Adobe
ADBE
+$6.13M

Top Sells

1
+$33.2M
2
+$17.6M
3
+$9.16M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.59M
5
CTSH icon
Cognizant
CTSH
+$4.02M

Sector Composition

1 Healthcare 68.28%
2 Technology 3.61%
3 Financials 2.89%
4 Consumer Discretionary 2.02%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
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