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
676
$219K ﹤0.01%
+5,184
677
$219K ﹤0.01%
1,346
-171
678
$219K ﹤0.01%
3,389
-107
679
$218K ﹤0.01%
+724
680
$218K ﹤0.01%
2,411
681
$217K ﹤0.01%
4,104
-415
682
$216K ﹤0.01%
1,318
+104
683
$216K ﹤0.01%
2,906
-11
684
$215K ﹤0.01%
+1,875
685
$215K ﹤0.01%
+6,110
686
$214K ﹤0.01%
3,910
-193
687
$214K ﹤0.01%
15,734
+2,637
688
$213K ﹤0.01%
+2,148
689
$212K ﹤0.01%
+3,076
690
$211K ﹤0.01%
6,389
+27
691
$210K ﹤0.01%
+1,794
692
$210K ﹤0.01%
6,665
+205
693
$210K ﹤0.01%
+533
694
$209K ﹤0.01%
3,095
+31
695
$209K ﹤0.01%
+672
696
$208K ﹤0.01%
3,119
-208
697
$208K ﹤0.01%
+1,434
698
$207K ﹤0.01%
+1,475
699
$206K ﹤0.01%
+5,805
700
$206K ﹤0.01%
+4,305
26 27
28
29 30