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
$3.45B
AUM Growth
+$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$8.04M
3
+$2.46M
4
DOV icon
Dover
DOV
+$2.35M
5
F icon
Ford
F
+$1.49M

Top Sells

1
+$8.9M
2
+$7.97M
3
+$5.21M
4
MON
Monsanto Co
MON
+$2.29M
5
IBM icon
IBM
IBM
+$1.81M

Sector Composition

1 Healthcare 81.3%
2 Technology 4.27%
3 Financials 3.28%
4 Communication Services 2.53%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$327K 0.01%
6,640
-2,195
127
$322K 0.01%
4,806
+130
128
$320K 0.01%
3,852
-1,054
129
$320K 0.01%
4,425
+184
130
$297K 0.01%
7,232
-500
131
$288K 0.01%
4,098
-386
132
$276K 0.01%
4,689
133
$270K 0.01%
5,375
134
$268K 0.01%
12,670
135
$262K 0.01%
19,448
136
$254K 0.01%
10,029
-88
137
$251K 0.01%
3,001
138
$245K 0.01%
2,340
-175
139
$241K 0.01%
3,140
140
$240K 0.01%
6,328
-313
141
$231K 0.01%
+2,484
142
$230K 0.01%
+3,894
143
$230K 0.01%
2,250
-225
144
$227K 0.01%
+3,300
145
$226K 0.01%
1
146
$222K 0.01%
4,158
-682
147
$215K 0.01%
+7,959
148
$213K 0.01%
2,325
149
$213K 0.01%
+6,100
150
$211K 0.01%
+3,373
3 4 5
6
7