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
$3.9B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$9.4M
3 +$6.69M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M
5
AMT icon
American Tower
AMT
+$4.92M

Top Sells

1 +$59.8M
2 +$21.6M
3 +$15.2M
4
CNK icon
Cinemark Holdings
CNK
+$14.8M
5
DOV icon
Dover
DOV
+$14.6M

Sector Composition

1 Healthcare 85.17%
2 Financials 2.4%
3 Consumer Staples 1.67%
4 Technology 1.65%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-280,257
177
-3,000
178
-8,246
179
-2,779
180
-477,896
181
-16,000
182
-43,927