GT

Greenleaf Trust Portfolio holdings

AUM $11.3B
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 76.27%
2 Financials 2.4%
3 Technology 2.13%
4 Consumer Staples 1.21%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$19K ﹤0.01%
275
-125
602
$19K ﹤0.01%
1,260
603
$19K ﹤0.01%
632
604
$19K ﹤0.01%
794
605
$18K ﹤0.01%
336
606
$18K ﹤0.01%
103
-26
607
$18K ﹤0.01%
398
608
$18K ﹤0.01%
168
609
$18K ﹤0.01%
901
610
$18K ﹤0.01%
471
611
$18K ﹤0.01%
899
612
$18K ﹤0.01%
541
613
$18K ﹤0.01%
150
-17
614
$17K ﹤0.01%
417
615
$17K ﹤0.01%
390
616
$17K ﹤0.01%
263
617
$17K ﹤0.01%
122
-12
618
$17K ﹤0.01%
303
619
$17K ﹤0.01%
569
-152
620
$17K ﹤0.01%
488
621
$17K ﹤0.01%
86
-39
622
$17K ﹤0.01%
141
-28
623
$16K ﹤0.01%
163
624
$16K ﹤0.01%
255
-49
625
$16K ﹤0.01%
66