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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2018-08-07 (Q2 2018) | Holdings: 513 | Value: $5.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SYK - Stryker Corp | New Purchase | 74.18% | $3.9B | +145.57% | +3.78% | +33.09% | |
| IVV - S&P 500 Index Ishares | New Purchase | 7.18% | $376.9M | +161.53% | -1.27% | +4.94% | |
| IJH - Ishares Tr S&P Midcap 400 | New Purchase | 1.43% | $74.9M | +80.53% | -5.21% | -2.83% | |
| IJR - Ishares Tr S & P Smallcap 600 Index | New Purchase | 1.12% | $59.0M | +52.86% | -6.55% | -9.95% | |
| AAPL - Apple Inc | New Purchase | 0.52% | $27.1M | +404.25% | +1.89% | +0.23% | |
| IVW - Ishares S&P 500 Growth Index Fund | New Purchase | 0.36% | $19.0M | +201.13% | -1.64% | +6.40% | |
| GOOG - Alphabet Inc. Cl C | New Purchase | 0.35% | $18.2M | +314.34% | -12.74% | -2.88% | |
| EFA - Ishares MSCI EAFE ETF | New Purchase | 0.34% | $18.0M | +67.10% | -6.52% | -4.15% | |
| V - Visa Inc | New Purchase | 0.33% | $17.2M | +156.58% | +3.91% | +29.37% | |
| MSFT - Microsoft Corp | New Purchase | 0.29% | $15.0M | +409.50% | +2.61% | +29.10% | |
| IVE - Ishares S&P 500 Value ETF | New Purchase | 0.28% | $14.7M | +107.20% | -0.89% | +3.03% | |
| PEP - Pepsico Inc | New Purchase | 0.23% | $12.2M | +54.02% | +2.18% | +16.67% | |
| HON - Honeywell International Inc | New Purchase | 0.23% | $12.2M | +62.47% | +1.08% | +13.91% | |
| PYPL - Paypal Hldgs Inc | New Purchase | 0.22% | $11.6M | -20.89% | +3.26% | +23.84% | |
| SHW - Sherwin-Williams Company | New Purchase | 0.22% | $11.5M | +149.66% | -6.36% | +18.85% | |
| EEM - Ishares MSCI Emerging Index Fund MFC | New Purchase | 0.21% | $11.1M | +40.96% | -8.32% | -6.86% | |
| ROP - Roper Technologies, Inc. | New Purchase | 0.20% | $10.7M | +75.59% | -0.69% | +20.57% | |
| META - Facebook Inc | New Purchase | 0.20% | $10.5M | +323.63% | -19.96% | +2.93% | |
| CRM - Salesforce.com Inc. | New Purchase | 0.19% | $10.2M | +72.84% | -1.79% | -0.44% | |
| C - Citigroup Inc | New Purchase | 0.19% | $10.2M | +82.23% | -5.40% | -4.88% | |
| EFV - Ishares MSCI EAFE Value ETF | New Purchase | 0.18% | $9.5M | +70.33% | -5.51% | -9.09% | |
| CTSH - Cognizant Technology Solutions Corp | New Purchase | 0.18% | $9.5M | -5.07% | -8.75% | -17.34% | |
| AMT - American Tower Corp | New Purchase | 0.17% | $9.1M | +53.35% | +6.63% | +50.04% | |
| EW - Edwards Lifesciences Corp | New Purchase | 0.17% | $9.1M | +59.74% | +12.45% | +55.35% | |
| AMZN - Amazon Com Inc | New Purchase | 0.17% | $9.1M | +148.77% | -5.70% | -1.51% | |
| MMM - 3M Company | New Purchase | 0.17% | $9.0M | +16.88% | -1.46% | -18.92% | |
| TCF - Chemical Financial Corp | New Purchase | 0.17% | $8.9M | -13.04% | -20.27% | ||
| WEN - Wendys Co | New Purchase | 0.16% | $8.6M | -29.53% | +0.96% | +21.59% | |
| USB - US Bancorp | New Purchase | 0.16% | $8.6M | +25.53% | +0.01% | +2.40% | |
| BRK.B - Berkshire Hathaway Cl B | New Purchase | 0.16% | $8.5M | +136.03% | +6.52% | -3.97% | |
| DHR - Danaher Corp | New Purchase | 0.16% | $8.5M | +120.18% | +2.71% | +38.71% | |
| MDLZ - Mondelez International Inc | New Purchase | 0.16% | $8.4M | +74.87% | +2.97% | +30.92% | |
| NKE - Nike Inc Cl B | New Purchase | 0.16% | $8.2M | -3.26% | -2.79% | +4.60% | |
| PFE - Pfizer Inc | New Purchase | 0.16% | $8.2M | -14.99% | +8.54% | -6.25% | |
| DG - Dollar General Corp | New Purchase | 0.15% | $8.1M | +10.83% | +16.95% | +37.75% | |
| GWPH - GW Pharmaceuticals Plc ADR | New Purchase | 0.15% | $8.0M | +14.43% | +30.97% | ||
| CP - Canadian Pacific Railway LTD | New Purchase | 0.15% | $7.9M | +101.03% | +4.66% | +17.42% | |
| SBUX - Starbucks Corp | New Purchase | 0.15% | $7.7M | +89.51% | +32.59% | +89.30% | |
| TJX - TJX Cos Inc | New Purchase | 0.14% | $7.6M | +211.45% | +12.52% | +9.75% | |
| CELG - Celgene Corporation | New Purchase | 0.14% | $7.5M | -16.69% | +5.53% | ||
| SCS - Steelcase Inc | New Purchase | 0.14% | $7.4M | +58.03% | +23.68% | +21.74% | |
| JNJ - Johnson & Johnson | New Purchase | 0.14% | $7.4M | +64.21% | +11.24% | +2.83% | |
| SYF - Synchrony Finl | New Purchase | 0.14% | $7.3M | +204.56% | -7.99% | +19.52% | |
| IJK - Ishares S&P Midcap 400 Growth ETF | New Purchase | 0.13% | $6.7M | +78.29% | -5.87% | -1.31% | |
| CL - Colgate-Palmolive Co | New Purchase | 0.12% | $6.6M | +42.91% | -8.60% | +9.67% | |
| MNA - IQ Merger Arbitrage Etf | New Purchase | 0.11% | $5.9M | +18.43% | +2.34% | +1.99% | |
| IJT - Ishares S&P Smallcap 600 Growth ETF | New Purchase | 0.11% | $5.6M | +51.68% | -6.54% | -8.79% | |
| GOOGL - Alphabet Inc. Cl A | New Purchase | 0.11% | $5.6M | +308.17% | -12.90% | -4.02% | |
| IJJ - Ishares Tr S & P Midcap Value Index | New Purchase | 0.11% | $5.6M | +78.08% | -4.41% | -4.65% | |
| ALLY - Ally Finl Inc | New Purchase | 0.11% | $5.6M | +101.60% | -2.55% | +20.85% | |