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
676
$209K ﹤0.01%
+1,214
677
$209K ﹤0.01%
+8,019
678
$209K ﹤0.01%
+599
679
$208K ﹤0.01%
+719
680
$207K ﹤0.01%
9,627
-608
681
$207K ﹤0.01%
+8,195
682
$207K ﹤0.01%
+3,402
683
$207K ﹤0.01%
+2,613
684
$206K ﹤0.01%
+9,603
685
$205K ﹤0.01%
+4,374
686
$205K ﹤0.01%
+6,460
687
$205K ﹤0.01%
+2,990
688
$204K ﹤0.01%
+4,856
689
$203K ﹤0.01%
+675
690
$203K ﹤0.01%
+7,641
691
$202K ﹤0.01%
1,143
+114
692
$202K ﹤0.01%
+2,814
693
$201K ﹤0.01%
+2,411
694
$201K ﹤0.01%
+4,312
695
$199K ﹤0.01%
13,281
696
$191K ﹤0.01%
65,520
+5,570
697
$187K ﹤0.01%
19,756
698
$187K ﹤0.01%
12,897
699
$175K ﹤0.01%
+13,097
700
$159K ﹤0.01%
15,036
-250
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