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
701
$218K ﹤0.01%
+615
702
$217K ﹤0.01%
850
-33
703
$216K ﹤0.01%
+5,414
704
$216K ﹤0.01%
2,405
-472
705
$216K ﹤0.01%
6,753
-50
706
$216K ﹤0.01%
+1,750
707
$215K ﹤0.01%
147
+21
708
$215K ﹤0.01%
4,803
+70
709
$215K ﹤0.01%
+5,326
710
$214K ﹤0.01%
1,674
711
$214K ﹤0.01%
+5,701
712
$214K ﹤0.01%
4,478
-953
713
$213K ﹤0.01%
638
-7
714
$212K ﹤0.01%
1,458
-86
715
$212K ﹤0.01%
+2,321
716
$212K ﹤0.01%
+10,506
717
$211K ﹤0.01%
+1,625
718
$211K ﹤0.01%
+36,455
719
$210K ﹤0.01%
+4,107
720
$209K ﹤0.01%
3,121
-186
721
$209K ﹤0.01%
+9,510
722
$207K ﹤0.01%
1,039
+136
723
$205K ﹤0.01%
1,910
-44
724
$204K ﹤0.01%
992
+121
725
$204K ﹤0.01%
5,217
-6
27 28
29
30 31