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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2020-10-30 (Q3 2020) | Holdings: 565 | Value: $6.5B | 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 | 67.59% | $4.4B | +94.08% | +11.34% | +32.89% | ||
| IVV - iShares Core S&P 500 Index | Reduce 1% $(4.2M) | 8.40% | $542.0M | +116.31% | +14.45% | +41.43% | |
| IEFA - iShares Core MSCI EAFE ETF | Add 6% ($6.7M) | 1.97% | $126.8M | +72.05% | +19.35% | +34.53% | |
| IJH - iShares Core S&P Midcap 400 Index | Add 1% ($551.9K) | 1.44% | $93.0M | +82.40% | +24.63% | +50.20% | |
| AAPL - Apple Inc | Add 279% ($48.6M) | 1.02% | $66.1M | +131.31% | +23.15% | +37.40% | |
| IJR - iShares Core S&P Smallcap 600 Index | Add 2% ($953.2K) | 0.93% | $59.8M | +76.86% | +36.61% | +60.63% | |
| MNA - IQ Merger Arbitrage ETF | Add 1% ($517.4K) | 0.73% | $47.2M | +7.58% | -1.26% | -2.00% | |
| AMZN - Amazon.com Inc | 0.68% | $44.0M | +51.21% | +9.18% | +8.37% | ||
| MSFT - Microsoft Corporation | Add 1% ($522.0K) | 0.67% | $42.9M | +164.41% | +17.62% | +62.71% | |
| V - Visa Inc - Class A | Add 1% ($312.9K) | 0.56% | $36.2M | +91.89% | +7.67% | +15.83% | |
| GOOG - Alphabet Inc. Cl C | Reduce 1% $(183.7K) | 0.46% | $29.6M | +215.68% | +16.78% | +76.61% | |
| PYPL - Paypal Holdings Inc | Reduce 4% $(1.0M) | 0.43% | $28.1M | -63.91% | +27.96% | +22.36% | |
| IVW - Ishares S&P 500 Growth Index Fund | Reduce 5% $(1.4M) | 0.43% | $27.7M | +120.91% | +14.91% | +43.27% | |
| EEM - iShares MSCI Emerging Index Fund MFC | Reduce 1% $(177.1K) | 0.43% | $27.4M | +31.34% | +22.43% | +15.27% | |
| GSY - Invesco Ultra Short Duration ETF | Add 4% ($1.1M) | 0.42% | $26.8M | +16.82% | +0.30% | +0.37% | |
| BRK.B - Berkshire Hathaway Cl B | Add 10% ($2.3M) | 0.39% | $25.3M | +140.60% | +11.95% | +39.74% | |
| META - Facebook Inc CL A | Add 1% ($222.3K) | 0.37% | $23.9M | +195.79% | -0.98% | +24.71% | |
| VCIT - Vanguard Intermediate Term Corporate Bond Ind | Add 12% ($2.5M) | 0.35% | $22.7M | +5.39% | +1.65% | +0.49% | |
| IVE - Ishares S&P 500 Value ETF | Reduce 2% $(338.7K) | 0.33% | $21.3M | +101.79% | +14.39% | +39.58% | |
| CRM - Salesforce.com Inc. | Reduce 1% $(160.6K) | 0.30% | $19.2M | +6.20% | -2.83% | +28.77% | |
| AMT - American Tower Corporation | Add 2% ($329.0K) | 0.30% | $19.1M | -4.98% | +1.85% | +23.76% | |
| DHR - Danaher Corporation | Reduce 1% $(183.5K) | 0.28% | $18.1M | -4.30% | +4.12% | +33.70% | |
| EFA - iShares MSCI EAFE ETF | Add 1% ($248.7K) | 0.26% | $16.8M | +73.54% | +19.14% | +33.99% | |
| PEP - Pepsico Inc | 0.26% | $16.7M | +21.64% | +1.73% | +22.43% | ||
| SBUX - Starbucks Corp | Add 1% ($87.0K) | 0.25% | $15.9M | +7.84% | +13.14% | +27.55% | |
| DG - Dollar General Corp | Reduce 1% $(128.5K) | 0.24% | $15.7M | -47.81% | -7.95% | +5.93% | |
| CP - Canadian Pacific Railway LTD - ADR | 0.24% | $15.7M | +29.59% | +11.82% | +28.87% | ||
| HON - Honeywell International Inc | Add 2% ($364.5K) | 0.24% | $15.3M | +36.85% | +16.12% | +32.15% | |
| AGZ - iShares Agency Bond ETF | Add 15% ($2.0M) | 0.24% | $15.2M | +3.86% | +0.15% | -0.67% | |
| ROP - Roper Technologies Inc. | 0.23% | $14.8M | +37.25% | +3.75% | +27.52% | ||
| EW - Edwards Lifesciences Corporation | 0.23% | $14.7M | +1.78% | +12.05% | +58.06% | ||
| MDLZ - Mondelez International Inc Cl A | Add 2% ($259.1K) | 0.23% | $14.6M | +32.38% | +2.98% | +15.39% | |
| NKE - Nike Inc Cl B | 0.22% | $14.5M | -38.06% | +11.12% | +36.98% | ||
| SPGI - S&P Global Inc | Add 1% ($151.1K) | 0.22% | $14.0M | +60.91% | -1.85% | +42.11% | |
| TJX - TJX Companies, Inc | Add 2% ($205.0K) | 0.21% | $13.5M | +190.89% | +24.17% | +30.60% | |
| ADBE - Adobe Systems Inc | Add 1% ($96.1K) | 0.19% | $12.1M | -18.87% | +4.21% | +41.95% | |
| GOOGL - Alphabet Inc. Cl A | Add 2% ($218.4K) | 0.19% | $12.1M | +215.95% | +16.60% | +76.77% | |
| BKNG - Booking Holdings Inc | Add 2% ($224.1K) | 0.15% | $9.6M | +234.02% | +20.38% | +50.57% | |
| CL - Colgate-Palmolive Co | Add 3% ($254.1K) | 0.14% | $9.0M | +13.12% | -1.52% | -3.11% | |
| PFE - Pfizer Inc | Add 2% ($182.9K) | 0.14% | $8.7M | -10.55% | +7.42% | +33.43% | |
| ITOT - Ishares Core S&P Total US | Reduce 1% $(103.3K) | 0.13% | $8.3M | +108.64% | +17.46% | +42.96% | |
| MA - Mastercard Inc CL A | Reduce 1% $(42.9K) | 0.12% | $8.0M | +103.96% | +9.42% | +14.09% | |
| JNJ - Johnson & Johnson | Reduce 1% $(88.7K) | 0.12% | $7.7M | +46.21% | +17.89% | +20.30% | |
| C - Citigroup Inc | 0.12% | $7.6M | +191.51% | +40.77% | +71.37% | ||
| PG - Procter & Gamble Co | Add 5% ($297.0K) | 0.10% | $6.5M | +26.78% | -6.33% | +5.57% | |
| USB - U.S. Bancorp | Reduce 3% $(157.7K) | 0.09% | $6.1M | +56.56% | +9.36% | +59.03% | |
| SHW - Sherwin-Williams Company | Reduce 5% $(298.2K) | 0.09% | $6.0M | +56.02% | +0.36% | +34.58% | |
| LH - Laboratory Corp of America Holdings | New Purchase | 0.09% | $5.9M | +64.86% | +14.69% | +41.29% | |
| NVDA - Nvidia Corp | New Purchase | 0.09% | $5.6M | +1300.01% | +4.61% | +104.25% | |
| GWPH - GW Pharmaceuticals Plc ADR | 0.09% | $5.5M | +60.00% | ||||
| INTC - Intel Corp | Reduce 100% | 0.00% | $0.00 | ||||
| TCF - TCF Financial Corporation New | Reduce 100% | 0.00% | $0.00 | ||||