GT
Greenleaf Trust Portfolio holdings
AUM
$11.3B
This Quarter Return
-0.62%
1 Year Return
+16.87%
3 Year Return
+90.17%
5 Year Return
+122.83%
10 Year Return
+313.46%
AUM
$2.55B
AUM Growth
–
Cap. Flow
+$2.55B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.7%
Holding
165
New
164
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Stryker
SYK
|
$2.04B |
| 2 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$27.8M |
| 3 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$19.4M |
| 4 |
Wells Fargo
WFC
|
$17.2M |
| 5 |
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% |
