GT

Greenleaf Trust Portfolio holdings

AUM $10.9B
1-Year Est. Return 8.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.31B
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$12.1M
3 +$11.3M
4
PII icon
Polaris
PII
+$10.8M
5
HON icon
Honeywell
HON
+$10.7M

Top Sells

1 +$62M
2 +$18.2M
3 +$11.3M
4
NSC icon
Norfolk Southern
NSC
+$10.4M
5
EBAY icon
eBay
EBAY
+$10.1M

Sector Composition

1 Healthcare 81.77%
2 Financials 3.93%
3 Technology 3.1%
4 Communication Services 2.45%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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