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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2019-02-07 (Q4 2018) | Holdings: 490 | Value: $5.1B | 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 | Reduce 1% $(18.8M) | 70.29% | $3.6B | +124.90% | +4.97% | +22.20% | |
| IVV - iShares Core S&P 500 Index | Add 10% ($36.4M) | 7.77% | $392.9M | +174.95% | +7.52% | +27.06% | |
| EFA - iShares MSCI EAFE ETF | Add 542% ($86.8M) | 2.03% | $102.8M | +82.59% | +5.39% | +15.47% | |
| IJH - iShares Core S&P Midcap 400 Index | Add 11% ($6.9M) | 1.41% | $71.4M | +95.46% | +5.09% | +13.53% | |
| IJR - iShares Core S&P Smallcap 600 Index | Add 12% ($5.5M) | 1.05% | $53.2M | +73.21% | +3.92% | +9.63% | |
| GVI - Ishares Intermediate Gov/Cred Bond ETF | New Purchase | 0.97% | $48.9M | +15.45% | +1.47% | +6.98% | |
| EEM - iShares MSCI Emerging Index Fund MFC | Add 289% ($28.8M) | 0.77% | $38.7M | +45.94% | +0.74% | +6.61% | |
| MNA - IQ Merger Arbitrage ETF | Add 21% ($6.6M) | 0.76% | $38.4M | +15.44% | -0.62% | +3.15% | |
| AAPL - Apple Inc | Reduce 4% $(808.1K) | 0.42% | $21.3M | +507.95% | +20.07% | +92.77% | |
| IVW - Ishares S&P 500 Growth Index Fund | Add 9% ($1.6M) | 0.38% | $19.1M | +219.68% | +9.32% | +31.47% | |
| V - Visa Inc CL A | Add 5% ($812.4K) | 0.37% | $18.5M | +158.12% | +16.12% | +49.48% | |
| GOOG - Alphabet Inc. Cl C | Add 2% ($275.5K) | 0.34% | $17.2M | +372.84% | +7.29% | +38.79% | |
| IVE - Ishares S&P 500 Value ETF | Add 15% ($2.0M) | 0.31% | $15.5M | +115.73% | +5.48% | +22.18% | |
| BRK.B - Berkshire Hathaway Cl B | Add 3% ($346.1K) | 0.26% | $13.0M | +145.42% | +4.22% | +13.09% | |
| PEP - Pepsico Inc | 0.24% | $12.4M | +53.69% | +12.50% | +32.81% | ||
| PYPL - Paypal Holdings Inc | Add 1% ($108.5K) | 0.23% | $11.8M | -24.22% | +21.16% | +33.37% | |
| MSFT - Microsoft Corp | Reduce 30% $(5.0M) | 0.23% | $11.5M | +429.28% | +20.75% | +83.44% | |
| PFE - Pfizer Inc | Add 4% ($416.2K) | 0.22% | $11.4M | -18.02% | -1.40% | -5.44% | |
| EFV - Ishares MSCI EAFE Value ETF | Add 37% ($3.0M) | 0.22% | $11.3M | +85.54% | +3.00% | +8.18% | |
| HON - Honeywell International Inc | Reduce 2% $(182.3K) | 0.22% | $10.9M | +62.62% | +15.74% | +22.01% | |
| SBUX - Starbucks Corp | Add 1% ($133.2K) | 0.21% | $10.6M | +41.33% | +14.02% | +29.60% | |
| SHW - Sherwin-Williams Company | Reduce 1% $(86.6K) | 0.21% | $10.6M | +164.46% | +6.66% | +38.24% | |
| AMT - American Tower Corp | 0.21% | $10.5M | +32.58% | +11.99% | +44.28% | ||
| ROP - Roper Technologies, Inc. | Reduce 5% $(529.3K) | 0.19% | $9.6M | +76.49% | +19.66% | +32.82% | |
| CRM - Salesforce.com Inc. | Reduce 4% $(406.8K) | 0.19% | $9.4M | +63.29% | +2.58% | +23.68% | |
| EW - Edwards Lifesciences Corp | Reduce 1% $(138.3K) | 0.18% | $9.2M | +32.45% | +5.48% | +35.54% | |
| SCS - Steelcase Inc CL A | New Purchase | 0.18% | $9.0M | +30.78% | +6.12% | +18.52% | |
| AMZN - Amazon.com Inc | Add 4% ($350.0K) | 0.18% | $9.0M | +191.90% | +20.92% | +34.55% | |
| MMM - 3M Company | Reduce 2% $(135.5K) | 0.17% | $8.8M | +20.68% | -9.74% | -16.90% | |
| DHR - Danaher Corp | 0.17% | $8.7M | +107.75% | +22.21% | +51.76% | ||
| C - Citigroup Inc | Reduce 2% $(211.7K) | 0.16% | $8.3M | +108.67% | +10.51% | +29.86% | |
| JNJ - Johnson & Johnson | 0.16% | $8.3M | +61.52% | +6.64% | +18.33% | ||
| DG - Dollar General Corp | Reduce 2% $(155.1K) | 0.16% | $8.3M | -4.82% | +5.04% | +34.50% | |
| META - Facebook Inc CL A | Reduce 10% $(845.6K) | 0.16% | $8.0M | +375.86% | +15.24% | +29.54% | |
| MDLZ - Mondelez International Inc Cl A | Reduce 7% $(602.3K) | 0.16% | $8.0M | +60.85% | +11.26% | +30.57% | |
| CP - Canadian Pacific Railway LTD | 0.15% | $7.8M | +99.72% | +10.69% | +35.28% | ||
| CTSH - Cognizant Technology Solutions Corp Cl A | 0.15% | $7.7M | +1.99% | -18.38% | -3.05% | ||
| USB - US Bancorp | Reduce 3% $(259.1K) | 0.15% | $7.6M | +29.69% | +3.57% | +10.76% | |
| VWO - Vanguard MSCI Emerging Markets ETF | New Purchase | 0.14% | $7.3M | +60.62% | +2.74% | +9.32% | |
| NKE - Nike Inc Cl B | Reduce 1% $(52.9K) | 0.14% | $7.3M | -6.17% | +0.89% | +22.89% | |
| TJX - TJX Companies, Inc | Add 109% ($3.7M) | 0.14% | $7.1M | +216.85% | +12.17% | +29.66% | |
| GOOGL - Alphabet Inc. Cl A | Add 5% ($293.6K) | 0.12% | $6.1M | +368.50% | +6.93% | +37.79% | |
| BKNG - Booking Holdings Inc | Reduce 7% $(459.9K) | 0.12% | $5.9M | +191.85% | -7.44% | -0.30% | |
| IJK - Ishares S&P Midcap 400 Growth ETF | Add 1% ($79.4K) | 0.12% | $5.8M | +95.22% | +6.00% | +16.03% | |
| TCF - Chemical Financial Corp | Reduce 1% $(55.6K) | 0.11% | $5.8M | -5.02% | -1.23% | ||
| CELG - Celgene Corporation | Reduce 8% $(512.4K) | 0.11% | $5.7M | +10.16% | |||
| CL - Colgate-Palmolive Co | Reduce 12% $(724.6K) | 0.11% | $5.4M | +45.69% | +10.04% | +22.09% | |
| GWPH - GW Pharmaceuticals Plc ADR | 0.11% | $5.3M | +34.34% | -6.23% | |||
| ALLY - Ally Financial Inc | Reduce 2% $(107.0K) | 0.10% | $5.1M | +106.81% | +12.77% | +27.63% | |
| IJJ - Ishares Tr S & P Midcap Value Index | Add 5% ($237.2K) | 0.10% | $5.1M | +90.63% | +3.97% | +10.40% | |
| IJT - Ishares S&P Smallcap 600 Growth ETF | Reduce 100% | 0.00% | $0.00 | ||||
| SDY - SPDR S&P Dividend ETF | Reduce 100% | 0.00% | $0.00 | ||||
| SYF - Synchrony Financial | Reduce 100% | 0.00% | $0.00 | ||||