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
$5.25B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$8.62M
3
+$7.52M
4
META icon
Meta Platforms (Facebook)
META
+$7.37M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.01M

Top Sells

1
+$48.9M
2
+$10.5M
3
+$8.31M
4
MON
Monsanto Co
MON
+$7.14M
5
PG icon
Procter & Gamble
PG
+$5.44M

Sector Composition

1 Healthcare 76.13%
2 Technology 2.43%
3 Financials 2.36%
4 Consumer Discretionary 1.54%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.72M 0.03%
39,065
+1,745
102
$1.7M 0.03%
8,198
+894
103
$1.69M 0.03%
29,326
+2,089
104
$1.68M 0.03%
9,256
-6,252
105
$1.67M 0.03%
78,627
+6,426
106
$1.65M 0.03%
37,589
+5,531
107
$1.6M 0.03%
26,405
+2,165
108
$1.6M 0.03%
4,758
+942
109
$1.59M 0.03%
10,060
+2,060
110
$1.58M 0.03%
+35,663
111
$1.58M 0.03%
15,502
-9,630
112
$1.56M 0.03%
25,522
+3,139
113
$1.56M 0.03%
23,856
+8,868
114
$1.54M 0.03%
9,862
+4,386
115
$1.54M 0.03%
37,091
+60
116
$1.52M 0.03%
27,157
-30,956
117
$1.5M 0.03%
3,821
+1,094
118
$1.44M 0.03%
12,517
-20,033
119
$1.42M 0.03%
23,680
+5,085
120
$1.41M 0.03%
10,617
+1,798
121
$1.4M 0.03%
7,985
-4,815
122
$1.4M 0.03%
32,556
+2,840
123
$1.4M 0.03%
236,400
+76,880
124
$1.39M 0.03%
24,816
+2,938
125
$1.37M 0.03%
8,610
+1,914
3 4
5
6 7