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

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
751
-15,036
752
-15,500
753
-6,558
754
-3,060
755
-182,797