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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2019-07-24 (Q2 2019) | Holdings: 541 | Value: $6.3B | 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 | 72.10% | $4.6B | +88.50% | -0.50% | -6.31% | ||
| IVV - iShares Core S&P 500 Index | 7.41% | $468.3M | +143.09% | +0.69% | +9.55% | ||
| IJH - iShares Core S&P Midcap 400 Index | 1.34% | $84.8M | +80.68% | -0.74% | -4.10% | ||
| EFA - iShares MSCI EAFE ETF | 1.34% | $84.6M | +67.82% | +1.79% | -0.16% | ||
| IJR - iShares Core S&P Smallcap 600 Index | 0.89% | $56.2M | +66.39% | +0.94% | -8.96% | ||
| EEM - iShares MSCI Emerging Index Fund MFC | Add 1% ($454.2K) | 0.70% | $44.4M | +42.10% | -0.47% | +4.91% | |
| MNA - IQ Merger Arbitrage ETF | Add 2% ($1.0M) | 0.70% | $43.9M | +17.49% | +3.40% | +2.19% | |
| GVI - iShares Intermediate Gov/Credit Bond ETF | Reduce 14% $(5.7M) | 0.56% | $35.2M | +11.23% | +1.41% | +7.50% | |
| IVE - Ishares S&P 500 Value ETF | 0.49% | $30.9M | +94.95% | +2.72% | -3.37% | ||
| AAPL - Apple Inc | Add 2% ($514.4K) | 0.44% | $28.1M | +389.94% | +18.49% | +83.72% | |
| IVW - Ishares S&P 500 Growth Index Fund | Add 3% ($781.9K) | 0.42% | $26.2M | +177.20% | -1.15% | +20.48% | |
| V - Visa Inc CL A | Reduce 3% $(673.5K) | 0.38% | $23.8M | +94.06% | -3.13% | +7.76% | |
| MSFT - Microsoft Corp | Reduce 4% $(824.2K) | 0.33% | $21.2M | +290.33% | +0.55% | +46.95% | |
| GOOG - Alphabet Inc. Cl C | Add 3% ($479.9K) | 0.30% | $18.7M | +351.72% | +11.19% | +34.49% | |
| BRK.B - Berkshire Hathaway Cl B | Add 8% ($1.5M) | 0.30% | $18.6M | +136.53% | +1.65% | -7.79% | |
| PYPL - Paypal Holdings Inc | Reduce 2% $(246.5K) | 0.25% | $16.0M | -41.57% | -8.19% | +52.45% | |
| AMZN - Amazon.com Inc | Add 7% ($1.0M) | 0.24% | $15.3M | +131.36% | -11.98% | +52.68% | |
| HON - Honeywell International Inc | 0.23% | $14.8M | +36.47% | -1.18% | -11.65% | ||
| PEP - Pepsico Inc | 0.23% | $14.6M | +32.88% | +6.96% | +10.10% | ||
| AMT - American Tower Corp | 0.22% | $13.8M | +9.12% | +5.11% | +27.90% | ||
| META - Facebook Inc CL A | Add 7% ($862.5K) | 0.22% | $13.7M | +278.64% | -9.10% | +12.97% | |
| SBUX - Starbucks Corp | Reduce 1% $(123.5K) | 0.21% | $13.5M | +5.74% | -8.52% | -14.82% | |
| ROP - Roper Technologies, Inc. | Reduce 1% $(74.0K) | 0.21% | $13.1M | +41.28% | -9.36% | +14.50% | |
| SHW - Sherwin-Williams Company | Reduce 1% $(117.3K) | 0.19% | $12.3M | +119.60% | +15.10% | +26.09% | |
| WEN - Wendys Co | New Purchase | 0.19% | $12.3M | -38.56% | +13.79% | +28.85% | |
| DHR - Danaher Corp | Reduce 2% $(232.3K) | 0.19% | $11.7M | +56.83% | -4.61% | +40.20% | |
| C - Citigroup Inc | Add 5% ($488.5K) | 0.18% | $11.1M | +76.56% | +1.04% | -27.43% | |
| EW - Edwards Lifesciences Corp | 0.18% | $11.1M | +5.02% | +7.37% | +11.07% | ||
| SCS - Steelcase Inc CL A | Add 10% ($990.8K) | 0.17% | $11.0M | +27.03% | +5.59% | -32.91% | |
| PFE - Pfizer Inc | Add 1% ($73.2K) | 0.17% | $11.0M | -21.21% | -13.35% | -8.86% | |
| EFV - Ishares MSCI EAFE Value ETF | Reduce 1% $(142.8K) | 0.17% | $10.9M | +77.60% | +2.40% | -10.64% | |
| MDLZ - Mondelez International Inc Cl A | Add 1% ($60.7K) | 0.17% | $10.7M | +35.75% | -1.90% | +5.08% | |
| CRM - Salesforce.com Inc. | 0.17% | $10.5M | +55.94% | -6.01% | +19.26% | ||
| CP - Canadian Pacific Railway LTD ADR | 0.17% | $10.5M | +66.26% | -4.93% | +17.09% | ||
| DG - Dollar General Corp | 0.16% | $10.3M | -20.32% | +17.14% | +38.04% | ||
| GWPH - GW Pharmaceuticals Plc ADR | Reduce 5% $(474.1K) | 0.16% | $9.8M | -16.35% | -20.52% | ||
| TJX - TJX Companies, Inc | Add 5% ($431.4K) | 0.15% | $9.4M | +176.94% | +8.21% | -3.91% | |
| JNJ - Johnson & Johnson | Add 3% ($249.5K) | 0.15% | $9.2M | +61.68% | -0.58% | +16.33% | |
| NKE - Nike Inc Cl B | Add 5% ($400.8K) | 0.14% | $8.8M | -11.59% | +4.99% | +13.14% | |
| USB - US Bancorp | Add 3% ($217.4K) | 0.14% | $8.6M | +14.26% | +0.62% | -33.88% | |
| IJJ - Ishares Tr S & P Midcap Value Index | 0.13% | $8.4M | +79.61% | +0.01% | -13.41% | ||
| ALLY - Ally Financial Inc | 0.13% | $8.3M | +57.90% | -8.97% | -36.96% | ||
| CTSH - Cognizant Technology Solutions Corp Cl A | Add 4% ($349.9K) | 0.13% | $8.1M | +11.62% | -7.83% | -2.28% | |
| IJK - Ishares S&P Midcap 400 Growth ETF | Add 1% ($101.4K) | 0.12% | $7.8M | +77.30% | -1.66% | +3.82% | |
| MMM - 3M Company | Reduce 5% $(371.3K) | 0.12% | $7.4M | +26.59% | -10.37% | -9.46% | |
| BKNG - Booking Holdings Inc | Add 4% ($256.9K) | 0.11% | $6.8M | +188.86% | +7.53% | -10.94% | |
| TCF - Chemical Financial Corp | Add 1% ($69.8K) | 0.10% | $6.6M | -10.56% | -33.36% | ||
| CL - Colgate-Palmolive Co | Add 3% ($176.9K) | 0.10% | $6.4M | +31.38% | -3.21% | +7.53% | |
| GOOGL - Alphabet Inc. Cl A | Reduce 5% $(304.3K) | 0.10% | $6.1M | +350.37% | +11.01% | +34.28% | |
| JPM - J P Morgan Chase & Co | New Purchase | 0.09% | $5.8M | +218.75% | +8.68% | -14.20% | |
| CELG - Celgene Corporation | Reduce 100% | 0.00% | $0.00 | ||||
| IJT - Ishares S&P Smallcap 600 Growth ETF | Reduce 100% | 0.00% | $0.00 | ||||