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
$11.3B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$5.16M
3
+$3.84M
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$1.21M
5
COF icon
Capital One
COF
+$1.15M

Top Sells

1
+$169M
2
+$118M
3
+$21.3M
4
AMT icon
American Tower
AMT
+$12.9M
5
AAPL icon
Apple
AAPL
+$11.1M

Sector Composition

1 Healthcare 59.89%
2 Technology 6.36%
3 Financials 3.73%
4 Communication Services 2.09%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$358K ﹤0.01%
7,646
-1,598
577
$357K ﹤0.01%
1,173
+223
578
$357K ﹤0.01%
9,186
+1,611
579
$355K ﹤0.01%
4,846
+641
580
$353K ﹤0.01%
3,429
-76
581
$353K ﹤0.01%
7,102
+69
582
$351K ﹤0.01%
4,983
583
$349K ﹤0.01%
1,776
-26
584
$349K ﹤0.01%
7,116
+984
585
$349K ﹤0.01%
990
+324
586
$348K ﹤0.01%
4,157
587
$346K ﹤0.01%
13,624
-915
588
$343K ﹤0.01%
3,043
-645
589
$341K ﹤0.01%
1,520
-306
590
$340K ﹤0.01%
1,946
+1
591
$339K ﹤0.01%
768
-169
592
$339K ﹤0.01%
4,221
+164
593
$335K ﹤0.01%
5,388
594
$335K ﹤0.01%
5,973
-805
595
$332K ﹤0.01%
17,900
+390
596
$332K ﹤0.01%
2,249
-360
597
$331K ﹤0.01%
7,274
598
$329K ﹤0.01%
2,503
-188
599
$329K ﹤0.01%
3,726
-818
600
$329K ﹤0.01%
2,229
-8
22 23
24
25 26