GT
Greenleaf Trust Portfolio holdings
AUM
$11.3B
1-Year Return
16.87%
This Quarter Return
+13.41%
1 Year Return
+16.87%
3 Year Return
+90.17%
5 Year Return
+122.83%
10 Year Return
+313.46%
AUM
$6.45B
AUM Growth
+$748M
(+13%)
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
83.99%
Holding
593
New
44
Increased
317
Reduced
157
Closed
28
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.66M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.46M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.33M |
| 4 |
iShares Agency Bond ETF
AGZ
|
$2M |
| 5 |
Zoom
ZM
|
$1.22M |
Top Sells
| 1 |
Stryker
SYK
|
$6.87M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.25M |
| 3 |
Apple
AAPL
|
$3.62M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.47M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.36M |
Sector Composition
| 1 | Healthcare | 69.55% |
| 2 | Technology | 3.6% |
| 3 | Financials | 2.72% |
| 4 | Consumer Discretionary | 2.06% |
| 5 | Communication Services | 1.46% |
