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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2019-05-08 (Q1 2019) | Holdings: 525 | Value: $6.1B | 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 2% $(78.6M) | 72.22% | $4.4B | +116.43% | +17.81% | +5.21% | |
| IVV - iShares Core S&P 500 Index | Add 2% ($9.1M) | 7.47% | $453.4M | +157.79% | +2.77% | +4.63% | |
| EFA - iShares MSCI EAFE ETF | Reduce 27% $(30.2M) | 1.37% | $83.2M | +75.17% | -0.22% | -8.96% | |
| IJH - iShares Core S&P Midcap 400 Index | Add 1% ($1.1M) | 1.36% | $82.6M | +87.51% | -0.40% | -11.55% | |
| IJR - iShares Core S&P Smallcap 600 Index | Reduce 7% $(4.0M) | 0.91% | $55.3M | +68.02% | -2.25% | -19.51% | |
| EEM - iShares MSCI Emerging Index Fund MFC | Add 3% ($1.4M) | 0.72% | $43.9M | +48.19% | -3.08% | -9.13% | |
| MNA - IQ Merger Arbitrage ETF | Add 12% ($4.7M) | 0.72% | $43.4M | +16.82% | +0.32% | +0.60% | |
| GVI - iShares Intermediate Gov/Credit Bond ETF | Reduce 19% $(9.6M) | 0.66% | $40.2M | +13.60% | +3.23% | +7.81% | |
| IVE - Ishares S&P 500 Value ETF | Add 73% ($12.6M) | 0.49% | $29.9M | +106.01% | +1.74% | -5.47% | |
| AAPL - Apple Inc | Add 3% ($845.5K) | 0.44% | $26.5M | +412.66% | +1.06% | +59.68% | |
| IVW - Ishares S&P 500 Growth Index Fund | Add 12% ($2.6M) | 0.40% | $24.5M | +195.03% | +3.63% | +13.34% | |
| V - Visa Inc CL A | Add 1% ($118.2K) | 0.36% | $22.1M | +124.95% | +12.88% | +16.26% | |
| GOOG - Alphabet Inc. Cl C | Add 2% ($328.5K) | 0.33% | $19.8M | +343.45% | +2.50% | +21.07% | |
| MSFT - Microsoft Corp | Add 45% ($6.0M) | 0.32% | $19.4M | +342.65% | +11.21% | +52.23% | |
| BRK.B - Berkshire Hathaway Cl B | Add 26% ($3.4M) | 0.27% | $16.2M | +137.70% | -4.00% | -15.77% | |
| PYPL - Paypal Holdings Inc | Add 1% ($127.4K) | 0.24% | $14.7M | -36.89% | -3.03% | +33.17% | |
| PEP - Pepsico Inc | Reduce 1% $(72.2K) | 0.22% | $13.6M | +36.89% | +3.00% | +9.87% | |
| HON - Honeywell International Inc | Add 3% ($364.3K) | 0.22% | $13.5M | +41.45% | -1.03% | -19.03% | |
| AMZN - Amazon.com Inc | Add 27% ($2.8M) | 0.22% | $13.4M | +143.66% | -4.86% | +26.79% | |
| AMT - American Tower Corp | Add 2% ($219.3K) | 0.22% | $13.3M | +18.35% | +16.42% | +26.42% | |
| ROP - Roper Technologies, Inc. | Reduce 1% $(84.1K) | 0.20% | $12.3M | +48.44% | +0.94% | +3.99% | |
| SBUX - Starbucks Corp | Reduce 2% $(200.6K) | 0.20% | $12.1M | +24.70% | +24.60% | -0.32% | |
| SHW - Sherwin-Williams Company | 0.19% | $11.7M | +150.44% | +18.41% | +28.16% | ||
| EW - Edwards Lifesciences Corp | 0.19% | $11.5M | +26.03% | +22.86% | +27.05% | ||
| EFV - Ishares MSCI EAFE Value ETF | Reduce 8% $(999.0K) | 0.19% | $11.2M | +82.38% | -3.41% | -18.95% | |
| META - Facebook Inc CL A | Add 9% ($953.3K) | 0.18% | $11.1M | +318.08% | +0.35% | +13.88% | |
| DHR - Danaher Corp | Reduce 1% $(77.0K) | 0.18% | $11.1M | +71.81% | +7.80% | +24.70% | |
| CRM - Salesforce.com Inc. | Add 1% ($104.7K) | 0.18% | $11.0M | +61.45% | -7.29% | +18.12% | |
| PFE - Pfizer Inc | Reduce 4% $(389.8K) | 0.18% | $10.7M | -16.26% | -8.96% | -1.70% | |
| GWPH - GW Pharmaceuticals Plc ADR | Add 9% ($827.7K) | 0.17% | $10.1M | -8.50% | -40.19% | ||
| MDLZ - Mondelez International Inc Cl A | Reduce 2% $(152.3K) | 0.16% | $9.8M | +44.98% | +8.03% | +1.97% | |
| C - Citigroup Inc | Reduce 5% $(470.4K) | 0.16% | $9.5M | +92.76% | -0.42% | -31.93% | |
| MMM - 3M Company | Reduce 3% $(243.3K) | 0.15% | $9.3M | +34.67% | -7.01% | -14.86% | |
| DG - Dollar General Corp | 0.15% | $9.1M | -8.96% | +11.66% | +51.70% | ||
| CP - Canadian Pacific Railway LTD ADR | Add 1% ($106.3K) | 0.15% | $9.1M | +81.30% | +6.36% | +5.75% | |
| TJX - TJX Companies, Inc | Add 7% ($564.3K) | 0.15% | $9.1M | +183.85% | -1.04% | -8.57% | |
| JNJ - Johnson & Johnson | 0.15% | $9.0M | +52.37% | -4.32% | +10.31% | ||
| CTSH - Cognizant Technology Solutions Corp Cl A | Add 1% ($87.7K) | 0.15% | $8.9M | +26.49% | +7.55% | -3.43% | |
| SCS - Steelcase Inc CL A | Reduce 3% $(269.1K) | 0.14% | $8.6M | +24.16% | -5.92% | -36.39% | |
| CELG - Celgene Corporation | 0.14% | $8.4M | -0.04% | ||||
| NKE - Nike Inc Cl B | Add 1% ($105.5K) | 0.14% | $8.4M | -6.37% | -0.00% | +11.80% | |
| IJJ - Ishares Tr S & P Midcap Value Index | Add 43% ($2.5M) | 0.14% | $8.2M | +84.79% | -2.39% | -20.26% | |
| USB - US Bancorp | Reduce 3% $(242.8K) | 0.13% | $7.7M | +26.23% | +2.64% | -33.42% | |
| IJK - Ishares S&P Midcap 400 Growth ETF | Add 12% ($814.4K) | 0.12% | $7.5M | +85.60% | +1.55% | -3.81% | |
| ALLY - Ally Financial Inc | Add 20% ($1.2M) | 0.12% | $7.4M | +85.29% | +10.38% | -46.40% | |
| GOOGL - Alphabet Inc. Cl A | Add 1% ($36.5K) | 0.11% | $7.0M | +341.21% | +2.26% | +20.73% | |
| TCF - Chemical Financial Corp | 0.11% | $6.5M | -6.87% | -35.49% | |||
| BKNG - Booking Holdings Inc | Add 3% ($162.3K) | 0.10% | $6.1M | +219.35% | +10.89% | -18.41% | |
| CL - Colgate-Palmolive Co | Reduce 4% $(276.9K) | 0.10% | $5.9M | +32.87% | +1.69% | +0.48% | |
| IJT - Ishares S&P Smallcap 600 Growth ETF | New Purchase | 0.09% | $5.4M | +66.99% | -0.78% | -13.68% | |
| VWO - Vanguard MSCI Emerging Markets ETF | Reduce 100% | 0.00% | $0.00 | ||||