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
$3.68B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$12.1M
3 +$11.2M
4
SBUX icon
Starbucks
SBUX
+$11.2M
5
LMT icon
Lockheed Martin
LMT
+$11.1M

Top Sells

1 +$53.7M
2 +$20.7M
3 +$18.8M
4
BUD icon
AB InBev
BUD
+$17.4M
5
SU icon
Suncor Energy
SU
+$11.8M

Sector Composition

1 Healthcare 82.92%
2 Financials 3.15%
3 Technology 3.01%
4 Communication Services 2.12%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,871
177
-237,295
178
-478,450
179
-1,049