10,000+ stock pitches from top investors available on joinyellowbrick.com
GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2018-10-29 (Q3 2018) | Holdings: 531 | Value: $5.5B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SYK - Stryker Corp | Reduce 1% $(60.2M) | 72.95% | $4.0B | +149.91% | +10.98% | +35.33% | |
| IVV - iShares Core S&P 500 Index | Add 3% ($10.8M) | 7.50% | $414.8M | +181.73% | +2.04% | +17.68% | |
| IJH - iShares Core S&P Midcap 400 Index | Add 1% ($762.3K) | 1.41% | $78.2M | +102.67% | +2.56% | +12.02% | |
| IJR - iShares Core S&P Smallcap 600 Index | Reduce 3% $(1.7M) | 1.09% | $60.1M | +74.26% | +0.03% | +6.56% | |
| MNA - IQ Merger Arbitrage ETF | Add 423% ($25.7M) | 0.58% | $31.8M | +16.82% | +1.99% | +2.91% | |
| AAPL - Apple Inc | Reduce 4% $(1.5M) | 0.57% | $31.6M | +390.35% | -21.47% | +16.99% | |
| IVW - Ishares S&P 500 Growth Index Fund | Reduce 1% $(182.8K) | 0.37% | $20.5M | +227.85% | +1.93% | +18.37% | |
| V - Visa Inc CL A | Add 3% ($668.8K) | 0.36% | $20.2M | +169.48% | +3.58% | +35.57% | |
| GOOG - Alphabet Inc. Cl C | 0.35% | $19.5M | +409.66% | +7.99% | +25.07% | ||
| MSFT - Microsoft Corp | Add 7% ($1.2M) | 0.34% | $18.6M | +435.31% | +3.07% | +41.70% | |
| EFA - iShares MSCI EAFE ETF | Add 1% ($220.9K) | 0.33% | $18.5M | +85.85% | +3.15% | +13.67% | |
| IVE - Ishares S&P 500 Value ETF | 0.28% | $15.4M | +120.64% | +2.07% | +16.70% | ||
| HON - Honeywell International Inc | Reduce 1% $(74.0K) | 0.25% | $14.0M | +71.07% | +1.85% | +26.02% | |
| BRK.B - Berkshire Hathaway Cl B | Add 36% ($3.5M) | 0.24% | $13.3M | +146.86% | +3.16% | +6.81% | |
| PEP - Pepsico Inc | 0.23% | $12.5M | +53.79% | -1.80% | +24.04% | ||
| SHW - Sherwin-Williams Company | Reduce 4% $(462.5K) | 0.22% | $12.4M | +201.05% | +10.40% | +60.90% | |
| PYPL - Paypal Holdings Inc | 0.22% | $12.2M | -15.08% | +15.05% | +32.58% | ||
| C - Citigroup Inc | Add 8% ($823.2K) | 0.21% | $11.7M | +103.50% | +0.10% | +16.14% | |
| AMZN - Amazon.com Inc | Add 7% ($795.2K) | 0.21% | $11.5M | +211.51% | +12.40% | +19.77% | |
| CRM - Salesforce.com Inc. | Reduce 4% $(521.9K) | 0.21% | $11.4M | +91.42% | +14.35% | +21.34% | |
| ROP - Roper Technologies, Inc. | Reduce 2% $(210.3K) | 0.20% | $11.3M | +87.92% | +3.22% | +21.94% | |
| META - Facebook Inc CL A | Add 25% ($2.2M) | 0.20% | $11.1M | +459.30% | +7.49% | +34.53% | |
| PFE - Pfizer Inc | Add 11% ($1.1M) | 0.20% | $11.1M | -17.50% | -0.12% | -5.05% | |
| EEM - iShares MSCI Emerging Index Fund MFC | 0.20% | $10.9M | +63.11% | +13.49% | +14.84% | ||
| EW - Edwards Lifesciences Corp | Reduce 3% $(316.9K) | 0.19% | $10.6M | +60.29% | +21.16% | +71.71% | |
| MMM - 3M Company | Add 2% ($219.8K) | 0.18% | $9.9M | +29.56% | +7.39% | -7.01% | |
| AMT - American Tower Corp | Add 5% ($431.8K) | 0.17% | $9.6M | +48.82% | +11.30% | +43.72% | |
| EFV - Ishares MSCI EAFE Value ETF | Reduce 1% $(97.9K) | 0.17% | $9.5M | +86.24% | +2.41% | +7.61% | |
| GWPH - GW Pharmaceuticals Plc ADR | Reduce 5% $(475.0K) | 0.17% | $9.5M | +8.03% | +2.49% | ||
| CTSH - Cognizant Technology Solutions Corp Cl A | Add 2% ($166.4K) | 0.17% | $9.4M | +11.20% | +5.02% | -9.04% | |
| CP - Canadian Pacific Railway LTD | Add 1% ($110.4K) | 0.17% | $9.3M | +104.86% | +5.90% | +18.40% | |
| SBUX - Starbucks Corp | Add 4% ($345.1K) | 0.17% | $9.3M | +68.10% | +17.26% | +46.85% | |
| MDLZ - Mondelez International Inc Cl A | Add 5% ($435.8K) | 0.17% | $9.2M | +78.09% | +5.24% | +26.89% | |
| DHR - Danaher Corp | Reduce 2% $(143.7K) | 0.17% | $9.2M | +131.17% | +12.40% | +43.08% | |
| USB - US Bancorp | 0.16% | $9.0M | +27.88% | -0.95% | +13.37% | ||
| JNJ - Johnson & Johnson | Add 5% ($434.1K) | 0.16% | $8.8M | +55.50% | -3.95% | -1.03% | |
| CELG - Celgene Corporation | Add 3% ($253.0K) | 0.16% | $8.7M | +23.26% | +50.01% | ||
| TJX - TJX Companies, Inc | Reduce 4% $(366.9K) | 0.16% | $8.6M | +182.30% | -9.87% | +9.30% | |
| TCF - Chemical Financial Corp | 0.15% | $8.6M | +8.30% | +0.81% | |||
| DG - Dollar General Corp | Reduce 5% $(487.9K) | 0.15% | $8.5M | +1.00% | +4.81% | +47.97% | |
| NKE - Nike Inc Cl B | Reduce 4% $(373.5K) | 0.15% | $8.4M | +5.93% | +11.57% | +24.78% | |
| BKNG - Booking Holdings Inc | New Purchase | 0.13% | $7.3M | +208.48% | +1.58% | +14.47% | |
| IJK - Ishares S&P Midcap 400 Growth ETF | Add 1% ($69.9K) | 0.13% | $7.0M | +101.77% | +1.86% | +12.61% | |
| CL - Colgate-Palmolive Co | Add 2% ($122.0K) | 0.12% | $6.9M | +63.30% | +10.41% | +20.60% | |
| GOOGL - Alphabet Inc. Cl A | Add 13% ($772.5K) | 0.12% | $6.8M | +402.89% | +7.65% | +23.60% | |
| SYF - Synchrony Financial | Reduce 2% $(152.0K) | 0.12% | $6.6M | +224.52% | +7.28% | +29.46% | |
| ALLY - Ally Financial Inc | Add 8% ($474.2K) | 0.11% | $6.1M | +124.69% | +10.56% | +31.17% | |
| IJT - Ishares S&P Smallcap 600 Growth ETF | 0.11% | $6.0M | +74.37% | +0.33% | +6.65% | ||
| IJJ - Ishares Tr S & P Midcap Value Index | Add 2% ($90.4K) | 0.11% | $5.9M | +98.26% | +3.33% | +11.04% | |
| SDY - SPDR S&P Dividend ETF | New Purchase | 0.10% | $5.6M | +81.94% | +3.05% | +16.93% | |
| SCS - Steelcase Inc | Reduce 100% | 0.00% | $0.00 | ||||
| WEN - Wendys Co | Reduce 100% | 0.00% | $0.00 | ||||