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
$8.07B
AUM Growth
+$496M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$3.31M
3
+$3.21M
4
NEE icon
NextEra Energy
NEE
+$2.95M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.56M

Top Sells

1
+$26.7M
2
+$19.2M
3
+$12.4M
4
TCF
TCF Financial Corporation Common Stock
TCF
+$8.49M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.19M

Sector Composition

1 Healthcare 67.13%
2 Technology 4%
3 Financials 3.25%
4 Consumer Discretionary 2.33%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$480K 0.01%
5,304
+207
402
$477K 0.01%
108,755
-1,145
403
$477K 0.01%
1,915
+64
404
$476K 0.01%
5,589
-74
405
$474K 0.01%
2,026
+112
406
$474K 0.01%
4,295
+126
407
$474K 0.01%
12,059
-3,048
408
$471K 0.01%
11,526
+593
409
$470K 0.01%
2,283
+64
410
$469K 0.01%
9,105
-1,957
411
$467K 0.01%
3,197
+142
412
$466K 0.01%
32,587
-4,507
413
$466K 0.01%
1,550
+237
414
$466K 0.01%
4,884
+280
415
$464K 0.01%
3,670
-1,841
416
$463K 0.01%
9,535
+1,021
417
$463K 0.01%
7,320
+690
418
$461K 0.01%
21,532
+32
419
$461K 0.01%
10,351
-290
420
$457K 0.01%
3,152
+241
421
$457K 0.01%
22,718
-47
422
$456K 0.01%
6,180
+13
423
$455K 0.01%
1,867
+82
424
$453K 0.01%
14,600
-150
425
$451K 0.01%
1,828
-118
15 16
17
18 19