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
$8.2B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$5.75M
3
+$4.61M
4
MSFT icon
Microsoft
MSFT
+$2.8M
5
NFLX icon
Netflix
NFLX
+$2.69M

Top Sells

1
+$8.97M
2
+$2.66M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.9M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.47M

Sector Composition

1 Healthcare 67.65%
2 Technology 4.11%
3 Financials 3.09%
4 Consumer Discretionary 2.33%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$254K ﹤0.01%
14,865
-70
627
$254K ﹤0.01%
6,750
628
$253K ﹤0.01%
7,473
-709
629
$253K ﹤0.01%
1,345
-7
630
$253K ﹤0.01%
5,306
-1,662
631
$253K ﹤0.01%
3,643
+25
632
$252K ﹤0.01%
6,169
+284
633
$251K ﹤0.01%
3,725
+256
634
$249K ﹤0.01%
3,460
+365
635
$249K ﹤0.01%
+3,120
636
$246K ﹤0.01%
5,547
637
$246K ﹤0.01%
3,388
+545
638
$245K ﹤0.01%
6,665
+171
639
$245K ﹤0.01%
+875
640
$245K ﹤0.01%
5,326
-45
641
$245K ﹤0.01%
1,781
-171
642
$245K ﹤0.01%
2,968
+62
643
$245K ﹤0.01%
5,286
+50
644
$245K ﹤0.01%
4,223
-22
645
$244K ﹤0.01%
11,373
+389
646
$244K ﹤0.01%
7,811
-204
647
$243K ﹤0.01%
12,897
648
$242K ﹤0.01%
759
+226
649
$242K ﹤0.01%
1,255
+67
650
$242K ﹤0.01%
10,812
24 25
26
27 28