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
$2.55B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$2.04B
2 +$27.8M
3 +$19.4M
4
WFC icon
Wells Fargo
WFC
+$17.2M
5
CHKP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$203K 0.01%
+11,198
152
$179K 0.01%
+1,667
153
$140K 0.01%
+10,899
154
$65K ﹤0.01%
+6,108
155
0
156
$17K ﹤0.01%
+1,587
157
$17K ﹤0.01%
+2,250
158
$12K ﹤0.01%
+175
159
$11K ﹤0.01%
+280
160
$7K ﹤0.01%
+361
161
$6K ﹤0.01%
+160
162
$5K ﹤0.01%
+50
163
$5K ﹤0.01%
+225
164
$4K ﹤0.01%
+120
165
0