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
626
$241K ﹤0.01%
5,422
627
$241K ﹤0.01%
32,887
628
$239K ﹤0.01%
+2,925
629
$237K ﹤0.01%
+1,670
630
$237K ﹤0.01%
+3,882
631
$237K ﹤0.01%
4,476
-164
632
$236K ﹤0.01%
+5,778
633
$236K ﹤0.01%
+703
634
$235K ﹤0.01%
5,300
-58
635
$234K ﹤0.01%
+2,872
636
$234K ﹤0.01%
2,456
-99
637
$234K ﹤0.01%
+1,224
638
$234K ﹤0.01%
11,675
639
$233K ﹤0.01%
+1,612
640
$233K ﹤0.01%
+9,849
641
$232K ﹤0.01%
+10,883
642
$232K ﹤0.01%
406
+20
643
$232K ﹤0.01%
656
+46
644
$231K ﹤0.01%
+3,340
645
$231K ﹤0.01%
+2,572
646
$231K ﹤0.01%
6,016
-289
647
$230K ﹤0.01%
6,102
+64
648
$230K ﹤0.01%
5,388
649
$230K ﹤0.01%
+3,039
650
$227K ﹤0.01%
6,362
+343
24 25
26
27 28