GT
Greenleaf Trust Portfolio holdings
AUM
$11.3B
This Quarter Return
+4.46%
1 Year Return
+16.87%
3 Year Return
+90.17%
5 Year Return
+122.83%
10 Year Return
+313.46%
AUM
$5.25B
AUM Growth
+$5.25B
(+4.3%)
Cap. Flow
+$6.71M
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
86.09%
Holding
615
New
85
Increased
281
Reduced
106
Closed
102
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$20M |
| 2 |
Wendy's
WEN
|
$8.62M |
| 3 |
Microsoft
MSFT
|
$7.52M |
| 4 |
Meta Platforms (Facebook)
META
|
$7.37M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$6.01M |
Top Sells
| 1 |
Stryker
SYK
|
$48.9M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$10.5M |
| 3 |
Chubb
CB
|
$8.31M |
| 4 |
MON
Monsanto Co
MON
|
$7.14M |
| 5 |
Procter & Gamble
PG
|
$5.44M |
Sector Composition
| 1 | Healthcare | 76.13% |
| 2 | Technology | 2.43% |
| 3 | Financials | 2.36% |
| 4 | Consumer Discretionary | 1.54% |
| 5 | Consumer Staples | 1.02% |