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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2019-11-08 (Q3 2019) | Holdings: 555 | Value: $6.4B | 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 3% $(131.4M) | 72.40% | $4.7B | +100.88% | +9.15% | +18.90% | |
| IVV - iShares Core S&P 500 Index | Add 1% ($5.7M) | 7.46% | $480.0M | +136.82% | +9.44% | +17.56% | |
| IJH - iShares Core S&P Midcap 400 Index | Add 2% ($1.4M) | 1.33% | $85.8M | +79.31% | +4.15% | +6.66% | |
| EFA - iShares MSCI EAFE ETF | 1.30% | $84.0M | +62.45% | +2.73% | +2.74% | ||
| IJR - iShares Core S&P Smallcap 600 Index | Add 3% ($1.6M) | 0.89% | $57.4M | +62.24% | +2.69% | +0.41% | |
| MNA - IQ Merger Arbitrage ETF | Add 1% ($658.8K) | 0.70% | $45.3M | +13.04% | +1.01% | +3.06% | |
| EEM - iShares MSCI Emerging Index Fund MFC | Reduce 3% $(1.3M) | 0.64% | $41.0M | +41.31% | +3.23% | +14.92% | |
| AAPL - Apple Inc | Add 3% ($1.1M) | 0.51% | $32.9M | +293.54% | +24.78% | +81.69% | |
| IVE - Ishares S&P 500 Value ETF | Reduce 1% $(352.5K) | 0.49% | $31.2M | +85.14% | +4.86% | -0.70% | |
| GVI - iShares Intermediate Gov/Credit Bond ETF | Reduce 24% $(8.4M) | 0.42% | $27.1M | +9.96% | +1.89% | +6.41% | |
| IVW - Ishares S&P 500 Growth Index Fund | Reduce 2% $(421.3K) | 0.40% | $25.9M | +176.48% | +13.70% | +33.86% | |
| V - Visa Inc CL A | Add 1% ($345.7K) | 0.37% | $24.0M | +99.61% | +15.59% | +19.90% | |
| MSFT - Microsoft Corp | Add 7% ($1.5M) | 0.36% | $23.4M | +275.89% | +30.28% | +51.97% | |
| GOOG - Alphabet Inc. Cl C | Add 1% ($151.2K) | 0.33% | $21.3M | +294.40% | +15.77% | +35.28% | |
| BRK.B - Berkshire Hathaway Cl B | Add 4% ($695.0K) | 0.29% | $18.9M | +123.82% | +3.14% | +0.59% | |
| PEP - Pepsico Inc | Add 3% ($470.4K) | 0.25% | $15.8M | +27.60% | +10.26% | +7.09% | |
| AMT - American Tower Corp | Add 1% ($191.9K) | 0.23% | $15.1M | +9.35% | +19.00% | +17.75% | |
| AMZN - Amazon.com Inc | Add 5% ($723.9K) | 0.23% | $14.8M | +160.38% | +20.02% | +76.81% | |
| PYPL - Paypal Holdings Inc | Add 2% ($258.7K) | 0.23% | $14.7M | -32.48% | +18.82% | +82.82% | |
| SBUX - Starbucks Corp | Add 2% ($249.0K) | 0.23% | $14.5M | +17.89% | +8.11% | +19.74% | |
| SHW - Sherwin-Williams Company | Reduce 3% $(397.0K) | 0.22% | $14.4M | +89.63% | -0.88% | +20.48% | |
| HON - Honeywell International Inc | 0.22% | $14.4M | +31.17% | -1.58% | +11.60% | ||
| META - Facebook Inc CL A | Add 4% ($453.6K) | 0.20% | $13.1M | +312.07% | +12.18% | +46.78% | |
| EW - Edwards Lifesciences Corp | Reduce 1% $(124.7K) | 0.20% | $13.1M | -4.38% | -2.15% | +7.94% | |
| ROP - Roper Technologies, Inc. | Reduce 1% $(126.9K) | 0.20% | $12.6M | +55.52% | +17.03% | +17.06% | |
| DG - Dollar General Corp | Reduce 1% $(87.1K) | 0.19% | $12.1M | -30.05% | -1.15% | +34.51% | |
| DHR - Danaher Corp | 0.18% | $11.9M | +65.89% | +21.18% | +74.39% | ||
| C - Citigroup Inc | Add 5% ($548.0K) | 0.18% | $11.5M | +68.26% | +4.71% | -34.31% | |
| MDLZ - Mondelez International Inc Cl A | Add 4% ($415.1K) | 0.18% | $11.4M | +41.43% | +14.81% | +10.76% | |
| TJX - TJX Companies, Inc | Add 6% ($611.0K) | 0.16% | $10.6M | +157.05% | +5.19% | +4.29% | |
| CRM - Salesforce.com Inc. | Add 1% ($117.6K) | 0.16% | $10.4M | +54.87% | +17.31% | +60.82% | |
| EFV - Ishares MSCI EAFE Value ETF | Reduce 4% $(380.1K) | 0.16% | $10.4M | +71.46% | -0.03% | -9.44% | |
| NKE - Nike Inc Cl B | Add 3% ($265.8K) | 0.16% | $10.1M | -14.33% | +12.21% | +45.75% | |
| CP - Canadian Pacific Railway LTD ADR | Add 1% ($103.2K) | 0.16% | $10.0M | +68.70% | +14.27% | +39.95% | |
| USB - US Bancorp | Reduce 1% $(49.3K) | 0.14% | $9.1M | +10.14% | -5.94% | -21.25% | |
| ALLY - Ally Financial Inc | 0.14% | $8.9M | +70.10% | +4.97% | -1.27% | ||
| JNJ - Johnson & Johnson | 0.13% | $8.6M | +57.80% | +15.61% | +13.44% | ||
| PFE - Pfizer Inc | Reduce 6% $(587.1K) | 0.13% | $8.5M | -10.29% | +3.48% | +10.54% | |
| SCS - Steelcase Inc CL A | Reduce 29% $(3.5M) | 0.13% | $8.4M | +18.89% | +7.74% | -28.00% | |
| IJJ - Ishares Tr S & P Midcap Value Index | 0.13% | $8.4M | +75.88% | +1.86% | -4.27% | ||
| IJK - Ishares S&P Midcap 400 Growth ETF | Add 1% ($81.5K) | 0.12% | $7.8M | +78.54% | +6.11% | +16.39% | |
| GOOGL - Alphabet Inc. Cl A | Add 14% ($957.4K) | 0.12% | $7.8M | +293.37% | +15.69% | +35.08% | |
| BKNG - Booking Holdings Inc | Add 6% ($451.4K) | 0.12% | $7.6M | +195.50% | +0.94% | +13.34% | |
| MMM - 3M Company | Add 2% ($172.6K) | 0.11% | $7.2M | +36.00% | -6.36% | -1.73% | |
| CL - Colgate-Palmolive Co | Add 3% ($205.1K) | 0.11% | $6.8M | +39.85% | +17.20% | +26.09% | |
| GWPH - GW Pharmaceuticals Plc ADR | 0.10% | $6.6M | +15.42% | +4.67% | |||
| WEN - Wendys Co | Reduce 48% $(6.0M) | 0.10% | $6.6M | -44.31% | +7.75% | +10.23% | |
| JPM - J P Morgan Chase & Co | Add 5% ($309.8K) | 0.10% | $6.4M | +185.21% | +6.96% | -6.52% | |
| TCF - TCF Financial Corporation New | New Purchase | 0.10% | $6.2M | +1.78% | -19.92% | ||
| MA - Mastercard Inc CL A | New Purchase | 0.09% | $6.1M | +120.95% | +21.11% | +26.86% | |
| TCF - Chemical Financial Corp | Reduce 100% | 0.00% | $0.00 | ||||
| CTSH - Cognizant Technology Solutions Corp Cl A | Reduce 100% | 0.00% | $0.00 | ||||