GT
Greenleaf Trust Portfolio holdings
AUM
$11.3B
This Quarter Return
+0.41%
1 Year Return
+16.87%
3 Year Return
+90.17%
5 Year Return
+122.83%
10 Year Return
+313.46%
AUM
$11B
AUM Growth
+$11B
(-2.3%)
Cap. Flow
-$227M
Cap. Flow
% of AUM
-2.06%
Top 10 Holdings %
Top 10 Hldgs %
77.95%
Holding
865
New
33
Increased
439
Reduced
278
Closed
59
Top Buys
Top Sells
| 1 |
Stryker
SYK
|
$281M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.96M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.04M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.41M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.33M |
Sector Composition
| 1 | Healthcare | 59.95% |
| 2 | Technology | 6.66% |
| 3 | Financials | 3.65% |
| 4 | Consumer Discretionary | 2.43% |
| 5 | Communication Services | 2.14% |
