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GT

Greenleaf Trust Portfolio holdings

AUM $10.2B
1-Year Est. Return 2.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.11B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$12.2M
3
+$6.05M
4
CELG
Celgene Corp
CELG
+$4.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.65M

Top Sells

1
+$9.89M
2
+$4.61M
3
+$4.53M
4
TIF
Tiffany & Co.
TIF
+$3.18M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.12M

Sector Composition

1 Healthcare 80.07%
2 Technology 3.83%
3 Financials 2.77%
4 Energy 1.44%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K ﹤0.01%
1,600
-25,580
152
$14K ﹤0.01%
346
153
$12K ﹤0.01%
175
154
$11K ﹤0.01%
280
155
$7K ﹤0.01%
361
156
$6K ﹤0.01%
160
157
$5K ﹤0.01%
50
158
$4K ﹤0.01%
120
159
– –
-52,000
160
– –
-4,150
161
– –
-10,040
162
– –
-2,422
163
– –
-2,984
164
– –
-11,700
165
– –
-9,455
166
– –
0
167
– –
-87,503
168
– –
-5,729
169
– –
-3,180
170
– –
-7,759
171
– –
-225
172
– –
-2,557
173
– –
-10,404
3 4 5 6
7