GT

Greenleaf Trust Portfolio holdings

AUM $11B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.57B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$7.08M
3
+$3.93M
4
TSLA icon
Tesla
TSLA
+$3.93M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.98M

Top Sells

1
+$116M
2
+$10.9M
3
+$7.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.69M

Sector Composition

1 Healthcare 67.33%
2 Technology 3.74%
3 Financials 3.11%
4 Consumer Discretionary 2.33%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$262K ﹤0.01%
1,347
+70
602
$262K ﹤0.01%
+4,556
603
$260K ﹤0.01%
613
-5
604
$260K ﹤0.01%
+840
605
$259K ﹤0.01%
440
+110
606
$259K ﹤0.01%
20,630
607
$258K ﹤0.01%
+7,000
608
$257K ﹤0.01%
4,557
-68
609
$256K ﹤0.01%
3,661
-311
610
$256K ﹤0.01%
859
-6
611
$255K ﹤0.01%
2,650
+286
612
$255K ﹤0.01%
1,517
+31
613
$255K ﹤0.01%
1,898
+251
614
$254K ﹤0.01%
+6,250
615
$250K ﹤0.01%
1,877
+202
616
$249K ﹤0.01%
13,496
+154
617
$248K ﹤0.01%
+14,173
618
$248K ﹤0.01%
+4,519
619
$247K ﹤0.01%
3,327
+69
620
$246K ﹤0.01%
5,936
+13
621
$245K ﹤0.01%
665
+68
622
$244K ﹤0.01%
+4,779
623
$243K ﹤0.01%
+6,078
624
$241K ﹤0.01%
2,839
625
$241K ﹤0.01%
+15,296
23 24
25
26 27