GT
Greenleaf Trust Portfolio holdings
AUM
$11B
1-Year Est. Return
9.82%
1 Year Est. Return
+9.82%
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
AES
AES
$10.2B
| – | – |
-17,652
|
|
||
852
Old Republic International
ORI
$10.4B
| – | – |
-5,171
|
|
||
853
Aptiv
APTV
$18.4B
| – | – |
-3,519
|
|