GT

Greenleaf Trust Portfolio holdings

AUM $11.3B
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.38B
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1 +$9.85M
2 +$9.49M
3 +$7.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.51M
5
AMZN icon
Amazon
AMZN
+$3.76M

Top Sells

1 +$43.7M
2 +$9.15M
3 +$3.2M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.54M

Sector Composition

1 Healthcare 65.96%
2 Technology 4.67%
3 Financials 3.26%
4 Consumer Discretionary 2.37%
5 Communication Services 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$233K ﹤0.01%
3,471
-1,914
677
$233K ﹤0.01%
+3,018
678
$233K ﹤0.01%
2,940
-38
679
$232K ﹤0.01%
5,333
+271
680
$232K ﹤0.01%
+1,345
681
$232K ﹤0.01%
2,408
-978
682
$231K ﹤0.01%
2,820
-346
683
$229K ﹤0.01%
3,465
-231
684
$229K ﹤0.01%
+3,984
685
$228K ﹤0.01%
11,018
686
$228K ﹤0.01%
10,645
+381
687
$226K ﹤0.01%
+1,549
688
$226K ﹤0.01%
3,901
-18
689
$226K ﹤0.01%
16,027
+4,739
690
$225K ﹤0.01%
+1,910
691
$225K ﹤0.01%
3,213
+51
692
$224K ﹤0.01%
6,204
-2,566
693
$224K ﹤0.01%
+3,839
694
$222K ﹤0.01%
5,780
-236
695
$222K ﹤0.01%
4,534
+168
696
$221K ﹤0.01%
4,402
-26
697
$220K ﹤0.01%
3,471
-1,085
698
$220K ﹤0.01%
1,377
-1,662
699
$220K ﹤0.01%
7,792
+295
700
$219K ﹤0.01%
2,859
+4