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
$5.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$4.84M
3
+$3.2M
4
AMZN icon
Amazon
AMZN
+$2.82M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.63M

Top Sells

1
+$39.8M
2
+$3.94M
3
+$2.83M
4
JLL icon
Jones Lang LaSalle
JLL
+$2.56M
5
TCF
TCF Financial Corporation Common Stock
TCF
+$2.34M

Sector Composition

1 Healthcare 76.51%
2 Financials 2.29%
3 Technology 2.2%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$635K 0.01%
22,717
-1,187
202
$634K 0.01%
9,792
-830
203
$630K 0.01%
5,726
+98
204
$629K 0.01%
4,291
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205
$627K 0.01%
16,643
+1,442
206
$622K 0.01%
10,632
-1,325
207
$618K 0.01%
11,109
+765
208
$614K 0.01%
15,262
+649
209
$612K 0.01%
12,339
+503
210
$605K 0.01%
6,314
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211
$602K 0.01%
10,267
+6,432
212
$601K 0.01%
10,810
+10
213
$597K 0.01%
9,204
+80
214
$594K 0.01%
2,475
+114
215
$594K 0.01%
10,540
216
$594K 0.01%
7,502
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217
$582K 0.01%
3,088
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218
$581K 0.01%
15,150
219
$581K 0.01%
15,652
220
$577K 0.01%
91,898
+1,491
221
$575K 0.01%
16,450
+1,286
222
$574K 0.01%
25,891
-4,374
223
$572K 0.01%
2,649
+231
224
$571K 0.01%
6,122
+327
225
$565K 0.01%
9,930
7 8
9
10 11