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
201
$768K 0.01%
7,339
+1,134
202
$765K 0.01%
6,897
-304
203
$755K 0.01%
+31,516
204
$753K 0.01%
4,141
+1,376
205
$743K 0.01%
4,363
+1,839
206
$742K 0.01%
3,722
+37
207
$740K 0.01%
35,270
208
$734K 0.01%
8,087
+3,531
209
$725K 0.01%
3,674
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210
$725K 0.01%
21,487
-8,698
211
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165,091
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212
$721K 0.01%
36,445
-23,460
213
$716K 0.01%
16,542
+2,358
214
$704K 0.01%
5,130
+198
215
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5,134
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216
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10,160
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217
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15,309
+1,201
218
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5,760
-1,913
219
$684K 0.01%
7,746
-204
220
$676K 0.01%
4,481
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221
$676K 0.01%
7,056
+249
222
$672K 0.01%
11,508
223
$671K 0.01%
6,062
+724
224
$666K 0.01%
15,820
225
$663K 0.01%
14,617
-189