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

Top Buys

1
+$13.9M
2
+$2.25M
3
+$1.66M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.35M
5
AER icon
AerCap
AER
+$1.26M

Top Sells

1
+$28.5M
2
+$6.64M
3
+$6.24M
4
MMM icon
3M
MMM
+$6.11M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.24M

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
576
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-5,176
577
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-9,221
578
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-2,895
579
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-12,090
580
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-11,621
581
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-5,923
582
– –
-4,841
583
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-2,168
584
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-41,919
585
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586
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587
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-26,647
588
– –
-16,541
589
– –
-18,358
590
– –
-26,405
591
– –
-10,014
592
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-12,169
593
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-12,153
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