GT

Greenleaf Trust Portfolio holdings

AUM $11B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.25B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$8.62M
3
+$7.52M
4
META icon
Meta Platforms (Facebook)
META
+$7.37M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.01M

Top Sells

1
+$48.9M
2
+$10.5M
3
+$8.31M
4
MON
Monsanto Co
MON
+$7.14M
5
PG icon
Procter & Gamble
PG
+$5.44M

Sector Composition

1 Healthcare 76.13%
2 Technology 2.43%
3 Financials 2.36%
4 Consumer Discretionary 1.54%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$738K 0.01%
11,475
+4,030
202
$735K 0.01%
3,600
+509
203
$732K 0.01%
6,701
204
$729K 0.01%
+4,493
205
$728K 0.01%
258,267
+7,566
206
$726K 0.01%
36,425
+21,814
207
$710K 0.01%
7,722
+1,408
208
$710K 0.01%
10,529
-10,063
209
$706K 0.01%
18,357
+3,324
210
$704K 0.01%
11,258
211
$698K 0.01%
22,782
+2,050
212
$697K 0.01%
12,012
+1,202
213
$693K 0.01%
4,353
-6,209
214
$681K 0.01%
3,000
+525
215
$680K 0.01%
35,270
216
$677K 0.01%
10,375
-257
217
$674K 0.01%
21,136
+2,720
218
$673K 0.01%
5,039
+748
219
$659K 0.01%
19,381
+2,130
220
$655K 0.01%
10,153
+949
221
$654K 0.01%
5,467
+3,118
222
$645K 0.01%
8,737
+1,729
223
$641K 0.01%
15,150
224
$640K 0.01%
5,404
225
$636K 0.01%
13,411
+836
7 8
9
10 11