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
$2.55B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.04B
2
+$27.8M
3
+$19.4M
4
WFC icon
Wells Fargo
WFC
+$17.2M
5
CHKP icon
Check Point Software Technologies
CHKP
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 81.77%
2 Technology 3.45%
3 Industrials 1.77%
4 Financials 1.66%
5 Energy 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.07%
+44,628
52
$1.73M 0.07%
+28,355
53
$1.68M 0.07%
+14,137
54
$1.68M 0.07%
+33,371
55
$1.62M 0.06%
+21,008
56
$1.57M 0.06%
+38,038
57
$1.48M 0.06%
+19,000
58
$1.43M 0.06%
+24,900
59
$1.39M 0.05%
+15,151
60
$1.36M 0.05%
+21,433
61
$1.32M 0.05%
+60,104
62
$1.28M 0.05%
+36,668
63
$1.27M 0.05%
+22,935
64
$1.25M 0.05%
+31,500
65
$1.2M 0.05%
+12,856
66
$1.19M 0.05%
+18,900
67
$1.18M 0.05%
+7,357
68
$1.11M 0.04%
+45,715
69
$1.07M 0.04%
+9,678
70
$1.04M 0.04%
+38,467
71
$1.03M 0.04%
+19,025
72
$969K 0.04%
+23,650
73
$955K 0.04%
+20,900
74
$954K 0.04%
+13,107
75
$943K 0.04%
+7,969
1 2
3
4 5