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
$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
626
$260K ﹤0.01%
8,015
-4
627
$259K ﹤0.01%
3,362
+344
628
$258K ﹤0.01%
2,734
+84
629
$257K ﹤0.01%
3,287
+496
630
$254K ﹤0.01%
20,213
631
$254K ﹤0.01%
4,476
632
$253K ﹤0.01%
4,829
+273
633
$252K ﹤0.01%
4,340
+24
634
$251K ﹤0.01%
2,898
-27
635
$251K ﹤0.01%
+2,382
636
$249K ﹤0.01%
+1,186
637
$249K ﹤0.01%
1,219
-163
638
$249K ﹤0.01%
+5,547
639
$247K ﹤0.01%
3,085
+213
640
$247K ﹤0.01%
+6,362
641
$246K ﹤0.01%
33,246
+359
642
$246K ﹤0.01%
13,281
643
$246K ﹤0.01%
10,812
644
$244K ﹤0.01%
2,839
645
$244K ﹤0.01%
3,122
+308
646
$243K ﹤0.01%
16,698
+1,402
647
$242K ﹤0.01%
6,034
+98
648
$242K ﹤0.01%
3,195
+156
649
$240K ﹤0.01%
+7,677
650
$239K ﹤0.01%
5,388
24 25
26
27 28