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
$8.53B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$9.08M
3
+$5.46M
4
AAPL icon
Apple
AAPL
+$5.42M
5
MSFT icon
Microsoft
MSFT
+$3.57M

Top Sells

1
+$54M
2
+$14.3M
3
+$6.14M
4
VZ icon
Verizon
VZ
+$1.77M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.57M

Sector Composition

1 Healthcare 65.39%
2 Technology 4.88%
3 Financials 3.14%
4 Consumer Discretionary 2.54%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$348K ﹤0.01%
3,022
+168
552
$347K ﹤0.01%
2,551
-93
553
$347K ﹤0.01%
+1,582
554
$347K ﹤0.01%
20,545
555
$347K ﹤0.01%
10,812
556
$345K ﹤0.01%
49,076
557
$342K ﹤0.01%
9,671
-184
558
$342K ﹤0.01%
918
-12
559
$341K ﹤0.01%
7,922
+20
560
$341K ﹤0.01%
8,387
+115
561
$338K ﹤0.01%
5,963
-1,432
562
$338K ﹤0.01%
+2,916
563
$337K ﹤0.01%
15,474
+148
564
$337K ﹤0.01%
4,481
+240
565
$337K ﹤0.01%
3,186
+79
566
$336K ﹤0.01%
2,874
-404
567
$336K ﹤0.01%
+3,833
568
$336K ﹤0.01%
6,471
-63
569
$335K ﹤0.01%
2,537
-392
570
$335K ﹤0.01%
14,700
-165
571
$333K ﹤0.01%
3,685
+306
572
$331K ﹤0.01%
7,127
+285
573
$330K ﹤0.01%
27,165
+424
574
$330K ﹤0.01%
4,608
+1,341
575
$328K ﹤0.01%
11,869
-426
21 22
23
24 25