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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2020-04-29 (Q1 2020) | Holdings: 492 | Value: $5.0B | 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 Corporation | Reduce 2% $(62.1M) | 69.97% | $3.5B | +108.97% | +5.37% | +39.34% | |
| IVV - iShares Core S&P 500 Index | Add 8% ($31.7M) | 8.42% | $423.4M | +147.06% | +11.60% | +45.50% | |
| IEFA - iShares Core MSCI EAFE ETF | Add 455% ($60.9M) | 1.48% | $74.2M | +92.05% | +13.35% | +42.44% | |
| IJH - iShares Core S&P Midcap 400 Index | Add 14% ($8.2M) | 1.36% | $68.2M | +112.26% | +13.23% | +65.97% | |
| IJR - iShares Core S&P Smallcap 600 Index | Add 8% ($3.3M) | 0.89% | $44.8M | +101.12% | +11.35% | +73.38% | |
| MNA - IQ Merger Arbitrage ETF | Add 1% ($567.2K) | 0.84% | $42.4M | +17.79% | +2.13% | +9.61% | |
| AAPL - Apple Inc | Reduce 1% $(227.8K) | 0.75% | $37.5M | +249.74% | +33.05% | +82.75% | |
| EFA - iShares MSCI EAFE ETF | Reduce 55% $(36.9M) | 0.60% | $30.2M | +91.73% | +12.83% | +40.35% | |
| MSFT - Microsoft Corporation | Add 8% ($2.1M) | 0.58% | $29.0M | +201.66% | +13.59% | +41.52% | |
| EEM - iShares MSCI Emerging Index Fund MFC | Reduce 15% $(5.2M) | 0.56% | $28.3M | +60.27% | +17.73% | +47.30% | |
| V - Visa Inc - Class A | Add 7% ($1.6M) | 0.48% | $24.1M | +95.39% | +6.93% | +29.29% | |
| AMZN - Amazon.com Inc | Add 40% ($6.9M) | 0.47% | $23.9M | +91.32% | +26.12% | +43.29% | |
| IVW - Ishares S&P 500 Growth Index Fund | Reduce 5% $(1.1M) | 0.44% | $22.3M | +166.26% | +16.22% | +48.64% | |
| GOOG - Alphabet Inc. Cl C | Add 3% ($554.7K) | 0.42% | $20.9M | +287.94% | +15.59% | +81.91% | |
| BRK.B - Berkshire Hathaway Cl B | Add 7% ($1.2M) | 0.36% | $18.2M | +161.74% | +3.19% | +46.02% | |
| IVE - Ishares S&P 500 Value ETF | Reduce 31% $(7.9M) | 0.34% | $17.2M | +112.61% | +5.33% | +39.54% | |
| AMT - American Tower Corporation | Add 4% ($668.7K) | 0.32% | $15.9M | -4.74% | +12.59% | +11.00% | |
| PEP - Pepsico Inc | Add 2% ($327.2K) | 0.29% | $14.4M | +26.45% | +4.79% | +12.18% | |
| PYPL - Paypal Holdings Inc | Add 4% ($524.1K) | 0.28% | $14.3M | -43.78% | +58.64% | +116.14% | |
| META - Facebook Inc CL A | Add 3% ($422.8K) | 0.26% | $13.0M | +278.24% | +13.33% | +57.10% | |
| SHW - Sherwin-Williams Company | Add 1% ($79.5K) | 0.24% | $11.9M | +106.87% | +22.98% | +57.00% | |
| HON - Honeywell International Inc | Add 1% ($149.2K) | 0.23% | $11.5M | +63.48% | +4.72% | +58.91% | |
| DHR - Danaher Corporation | Add 1% ($136.5K) | 0.23% | $11.5M | +35.95% | +23.46% | +55.51% | |
| DG - Dollar General Corp | Add 2% ($260.7K) | 0.23% | $11.5M | -36.73% | +10.39% | +24.59% | |
| ROP - Roper Technologies Inc. | Add 3% ($342.1K) | 0.23% | $11.4M | +54.07% | +28.47% | +33.05% | |
| EW - Edwards Lifesciences Corporation | Add 3% ($273.7K) | 0.22% | $11.2M | +2.49% | +8.75% | +31.57% | |
| MDLZ - Mondelez International Inc Cl A | Add 6% ($645.7K) | 0.22% | $11.1M | +42.91% | +11.00% | +23.01% | |
| SBUX - Starbucks Corp | Add 4% ($410.6K) | 0.22% | $10.9M | +24.24% | +0.32% | +52.03% | |
| CRM - Salesforce.com Inc. | Add 3% ($285.5K) | 0.21% | $10.4M | +54.48% | +18.60% | +42.50% | |
| CP - Canadian Pacific Railway LTD - ADR | Add 3% ($276.5K) | 0.20% | $10.3M | +68.61% | +18.11% | +61.11% | |
| TJX - TJX Companies, Inc | Add 9% ($786.4K) | 0.20% | $10.0M | +197.10% | +2.14% | +41.07% | |
| NKE - Nike Inc Cl B | 0.18% | $9.0M | -12.47% | +11.56% | +53.78% | ||
| SPGI - S&P Global Inc | Add 8% ($607.0K) | 0.16% | $8.1M | +83.50% | +22.08% | +36.08% | |
| GVI - iShares Intermediate Gov/Credit Bond ETF | Reduce 62% $(12.8M) | 0.16% | $7.9M | +4.96% | +1.74% | +0.52% | |
| GOOGL - Alphabet Inc. Cl A | Add 4% ($281.2K) | 0.16% | $7.9M | +285.29% | +15.55% | +76.77% | |
| PFE - Pfizer Inc | Reduce 6% $(445.4K) | 0.14% | $7.2M | -13.74% | +3.97% | +11.83% | |
| C - Citigroup Inc | Reduce 9% $(655.7K) | 0.14% | $6.9M | +157.01% | +4.77% | +52.38% | |
| NEE - NextEra Energy Inc | New Purchase | 0.13% | $6.7M | +39.32% | +21.40% | +35.31% | |
| CL - Colgate-Palmolive Co | Add 8% ($502.3K) | 0.13% | $6.7M | +31.53% | +10.86% | +18.34% | |
| JNJ - Johnson & Johnson | New Purchase | 0.13% | $6.4M | +38.74% | -0.41% | +12.58% | |
| BKNG - Booking Holdings Inc | Add 11% ($565.0K) | 0.12% | $5.8M | +264.66% | +11.44% | +62.83% | |
| EFV - Ishares MSCI EAFE Value ETF | Reduce 26% $(1.9M) | 0.11% | $5.7M | +122.16% | +9.81% | +41.43% | |
| INTC - Intel Corp | New Purchase | 0.11% | $5.6M | -45.62% | -21.36% | -3.81% | |
| IJK - Ishares S&P Midcap 400 Growth ETF | Reduce 9% $(525.2K) | 0.11% | $5.5M | +96.13% | +15.77% | +58.92% | |
| MA - Mastercard Inc CL A | Add 1% ($55.1K) | 0.11% | $5.5M | +116.09% | +11.13% | +37.90% | |
| USB - U.S. Bancorp | Reduce 3% $(177.9K) | 0.11% | $5.4M | +69.10% | -0.12% | +65.23% | |
| GWPH - GW Pharmaceuticals Plc ADR | New Purchase | 0.10% | $5.0M | +24.86% | +110.82% | ||
| JPM - J P Morgan Chase & Co | Reduce 12% $(597.9K) | 0.09% | $4.4M | +280.22% | +2.47% | +66.12% | |
| IJJ - Ishares Tr S & P Midcap Value Index | Reduce 20% $(1.1M) | 0.08% | $4.3M | +125.76% | +9.06% | +70.78% | |
| TCF - TCF Financial Corporation New | Add 14% ($496.9K) | 0.08% | $4.2M | -5.05% | +60.11% | ||
| ALLY - Ally Financial Inc | Reduce 100% | 0.00% | $0.00 | ||||
| PG - Procter & Gamble Co | Reduce 100% | 0.00% | $0.00 | ||||
| SCS - Steelcase Inc CL A | Reduce 100% | 0.00% | $0.00 | ||||
| WEN - Wendys Co | Reduce 100% | 0.00% | $0.00 | ||||