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
651
$239K ﹤0.01%
+4,868
652
$237K ﹤0.01%
5,885
-217
653
$235K ﹤0.01%
+1,432
654
$234K ﹤0.01%
12,589
+96
655
$233K ﹤0.01%
2,483
+27
656
$233K ﹤0.01%
+695
657
$231K ﹤0.01%
+2,004
658
$231K ﹤0.01%
7,525
+100
659
$230K ﹤0.01%
2,000
660
$228K ﹤0.01%
1,181
-43
661
$228K ﹤0.01%
192
+1
662
$228K ﹤0.01%
+1,165
663
$228K ﹤0.01%
13,319
-177
664
$228K ﹤0.01%
+6,750
665
$226K ﹤0.01%
4,532
-42
666
$225K ﹤0.01%
10,984
+101
667
$225K ﹤0.01%
3,533
+6
668
$225K ﹤0.01%
1,670
669
$225K ﹤0.01%
4,239
+357
670
$224K ﹤0.01%
8,371
+176
671
$224K ﹤0.01%
+2,523
672
$222K ﹤0.01%
+3,469
673
$222K ﹤0.01%
+1,188
674
$221K ﹤0.01%
708
+33
675
$220K ﹤0.01%
6,034
+18
25 26
27
28 29