GT
Greenleaf Trust Portfolio holdings
AUM
$11.3B
1-Year Est. Return
16.87%
1 Year Est. Return
+16.87%
AUM
$11.3B
AUM Growth
+$345M
(+3.1%)
Holding
853
Top Buys
| 1 | +$41.4M | |
| 2 | +$5.16M | |
| 3 | +$3.84M | |
| 4 |
SPDR ICE Preferred Securities ETF
PSK
|
+$1.21M |
| 5 |
Capital One
COF
|
+$1.15M |
Top Sells
| 1 | +$169M | |
| 2 | +$118M | |
| 3 | +$21.3M | |
| 4 |
American Tower
AMT
|
+$12.9M |
| 5 |
Apple
AAPL
|
+$11.1M |
Sector Composition
| 1 | Healthcare | 59.89% |
| 2 | Technology | 6.36% |
| 3 | Financials | 3.73% |
| 4 | Communication Services | 2.09% |
| 5 | Consumer Discretionary | 2.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Weyerhaeuser
WY
$17.1B
| – | – |
-8,122
|
|
||
|
X
852
DELISTED
US Steel
X
| – | – |
-8,418
|
|
||
|
BERY
853
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-4,387
|
|