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
426
$449K 0.01%
9,796
+507
427
$448K 0.01%
+28,768
428
$447K 0.01%
2,844
+178
429
$446K 0.01%
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-74
430
$445K 0.01%
3,332
+131
431
$444K 0.01%
3,878
+201
432
$444K 0.01%
4,913
-51
433
$444K 0.01%
21,525
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434
$444K 0.01%
9,598
+50
435
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4,079
+34
436
$437K 0.01%
12,978
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437
$437K 0.01%
6,358
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438
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2,000
+80
439
$435K 0.01%
1,210
-782
440
$434K 0.01%
5,286
-1,503
441
$433K 0.01%
2,524
-31
442
$431K 0.01%
5,910
-1,826
443
$430K 0.01%
3,321
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444
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6,470
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445
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9,264
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446
$422K 0.01%
7,275
-33
447
$421K 0.01%
2,017
+108
448
$420K 0.01%
3,552
+231
449
$419K 0.01%
7,016
+316
450
$418K 0.01%
7,294
-697
16 17
18
19 20