GT

Greenleaf Trust Portfolio holdings

AUM $11B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$21.1M
3
+$18.9M
4
TCF
TCF Financial Corporation Common Stock
TCF
+$5.17M
5
CTRA icon
Coterra Energy
CTRA
+$4.92M

Top Sells

1
+$13.3M
2
+$9.9M
3
+$9.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M
5
AVGO icon
Broadcom
AVGO
+$1.23M

Sector Composition

1 Healthcare 82.27%
2 Technology 3.96%
3 Financials 3.79%
4 Communication Services 2.76%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$313K 0.01%
+7,609
127
$309K 0.01%
+3,841
128
$309K 0.01%
5,091
+1,579
129
$301K 0.01%
6,123
+1,551
130
$300K 0.01%
10,970
-450
131
$296K 0.01%
3,482
+666
132
$282K 0.01%
19,448
133
$277K 0.01%
4,165
+655
134
$277K 0.01%
1,500
135
$275K 0.01%
5,138
+776
136
$275K 0.01%
+3,000
137
$270K 0.01%
6,213
-2,251
138
$266K 0.01%
3,761
139
$258K 0.01%
2,909
+432
140
$252K 0.01%
4,689
141
$252K 0.01%
+6,764
142
$251K 0.01%
2,845
-33
143
$237K 0.01%
4,152
+240
144
$231K 0.01%
+4,500
145
$231K 0.01%
+4,023
146
$229K 0.01%
4,199
147
$229K 0.01%
2,025
-240
148
$229K 0.01%
6,856
-422
149
$229K 0.01%
4,375
150
$221K 0.01%
+6,570
3 4 5
6
7