GT

Greenleaf Trust Portfolio holdings

AUM $11B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.2B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$5.75M
3
+$4.61M
4
MSFT icon
Microsoft
MSFT
+$2.8M
5
NFLX icon
Netflix
NFLX
+$2.69M

Top Sells

1
+$8.97M
2
+$2.66M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.9M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.47M

Sector Composition

1 Healthcare 67.65%
2 Technology 4.11%
3 Financials 3.09%
4 Consumer Discretionary 2.33%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$321K ﹤0.01%
5,152
-758
552
$320K ﹤0.01%
1,592
553
$320K ﹤0.01%
4,191
-133
554
$320K ﹤0.01%
429
+18
555
$317K ﹤0.01%
7,428
+422
556
$314K ﹤0.01%
15,326
-406
557
$314K ﹤0.01%
659
-54
558
$313K ﹤0.01%
20,499
-64
559
$313K ﹤0.01%
2,854
-31
560
$312K ﹤0.01%
6,002
+148
561
$312K ﹤0.01%
2,107
-46
562
$312K ﹤0.01%
4,480
+2
563
$311K ﹤0.01%
12,008
+1,297
564
$311K ﹤0.01%
+628
565
$311K ﹤0.01%
1,824
+18
566
$311K ﹤0.01%
26,741
+1,556
567
$310K ﹤0.01%
6,149
+578
568
$310K ﹤0.01%
7,902
569
$310K ﹤0.01%
6,040
-90
570
$309K ﹤0.01%
3,488
+54
571
$308K ﹤0.01%
2,995
+248
572
$308K ﹤0.01%
1,217
+127
573
$306K ﹤0.01%
8,272
-269
574
$304K ﹤0.01%
3,107
-191
575
$304K ﹤0.01%
1,071
+16
21 22
23
24 25