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
$6.32B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$1.46M
3 +$1.46M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$1.37M
5
BALL icon
Ball Corp
BALL
+$1.25M

Top Sells

1 +$13.7M
2 +$5.75M
3 +$5.65M
4
HMC icon
Honda
HMC
+$1.83M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M

Sector Composition

1 Healthcare 73.84%
2 Financials 2.35%
3 Technology 2.29%
4 Consumer Discretionary 1.65%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$912K 0.01%
22,103
+527
177
$907K 0.01%
13,911
178
$897K 0.01%
+21,708
179
$879K 0.01%
10,738
+293
180
$873K 0.01%
4,269
+450
181
$870K 0.01%
21,538
+220
182
$867K 0.01%
4,987
-595
183
$866K 0.01%
10,115
-434
184
$864K 0.01%
210,520
-23,440
185
$861K 0.01%
3,131
+1,408
186
$850K 0.01%
22,038
-12,353
187
$841K 0.01%
5,027
+2,044
188
$837K 0.01%
72,325
+2,325
189
$829K 0.01%
19,860
+3,044
190
$821K 0.01%
+39,286
191
$821K 0.01%
10,024
-98
192
$815K 0.01%
10,095
+7,123
193
$812K 0.01%
9,907
+831
194
$796K 0.01%
8,842
-2,113
195
$794K 0.01%
11,208
+144
196
$790K 0.01%
77,262
+45,673
197
$785K 0.01%
17,584
+222
198
$777K 0.01%
13,900
199
$776K 0.01%
8,963
+242
200
$775K 0.01%
56,076
+1,248