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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2021-02-08 (Q4 2020) | Holdings: 624 | Value: $7.5B | 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 | Reduce 1% $(27.0M) | 67.79% | $5.1B | +62.73% | +5.76% | +8.30% | |
| IVV - iShares Core S&P 500 Index | Add 3% ($16.4M) | 8.26% | $621.8M | +82.47% | +7.65% | +19.05% | |
| IEFA - iShares Core MSCI EAFE ETF | Add 4% ($5.9M) | 2.01% | $151.2M | +40.04% | +6.26% | +6.18% | |
| IJH - iShares Core S&P Midcap 400 Index | Reduce 8% $(9.7M) | 1.40% | $105.7M | +38.95% | +9.21% | +9.53% | |
| AAPL - Apple Inc | Add 7% ($5.5M) | 1.08% | $81.2M | +84.14% | -6.99% | +29.80% | |
| IJR - iShares Core S&P Smallcap 600 Index | Reduce 7% $(5.7M) | 0.96% | $72.5M | +21.53% | +4.72% | +3.87% | |
| AMZN - Amazon.com Inc | Add 11% ($5.2M) | 0.67% | $50.7M | +39.76% | -3.68% | -2.68% | |
| MNA - IQ Merger Arbitrage ETF | Add 3% ($1.5M) | 0.64% | $48.3M | +9.05% | +1.00% | -4.31% | |
| MSFT - Microsoft Corporation | Add 6% ($2.6M) | 0.64% | $48.0M | +122.75% | +2.43% | +29.75% | |
| V - Visa Inc - Class A | Add 10% ($4.1M) | 0.58% | $43.7M | +71.81% | +9.99% | +12.89% | |
| GOOG - Alphabet Inc. Cl C | Add 2% ($692.0K) | 0.48% | $36.0M | +147.28% | +12.66% | +36.11% | |
| PYPL - Paypal Holdings Inc | Reduce 3% $(1.0M) | 0.43% | $32.3M | -75.67% | -13.11% | -56.15% | |
| EEM - iShares MSCI Emerging Index Fund MFC | Reduce 3% $(942.9K) | 0.41% | $31.2M | +4.23% | -4.69% | -9.92% | |
| BRK.B - Berkshire Hathaway Cl B | Add 10% ($2.7M) | 0.40% | $30.2M | +107.89% | +23.31% | +35.99% | |
| IVW - Ishares S&P 500 Growth Index Fund | Add 291% ($22.3M) | 0.40% | $29.9M | +87.10% | +2.02% | +16.98% | |
| META - Facebook Inc CL A | Add 10% ($2.5M) | 0.36% | $27.4M | +193.74% | +14.84% | -12.93% | |
| AMT - American Tower Corporation | Add 53% ($9.4M) | 0.36% | $27.2M | -4.96% | +8.07% | +10.19% | |
| VCIT - Vanguard Intermediate Term Corporate Bond Ind | Add 9% ($2.1M) | 0.33% | $25.1M | +3.65% | -1.85% | -4.55% | |
| IVE - Ishares S&P 500 Value ETF | Add 3% ($608.2K) | 0.33% | $24.8M | +68.65% | +13.88% | +20.58% | |
| HON - Honeywell International Inc | Add 7% ($1.4M) | 0.28% | $21.3M | +13.20% | +13.93% | -1.78% | |
| SBUX - Starbucks Corp | Add 2% ($488.9K) | 0.27% | $20.3M | -11.36% | +8.29% | -6.85% | |
| EFA - iShares MSCI EAFE ETF | Reduce 1% $(162.8K) | 0.25% | $19.1M | +41.62% | +6.16% | +6.76% | |
| DHR - Danaher Corporation | Add 2% ($440.7K) | 0.25% | $19.1M | -6.05% | +9.63% | +23.85% | |
| PEP - Pepsico Inc | Add 5% ($832.4K) | 0.25% | $18.7M | +16.06% | +4.79% | +25.39% | |
| TJX - TJX Companies, Inc | Add 8% ($1.4M) | 0.24% | $18.0M | +114.92% | +4.91% | +4.24% | |
| CP - Canadian Pacific Railway LTD - ADR | 0.24% | $17.8M | +10.39% | +12.70% | +4.31% | ||
| GOOGL - Alphabet Inc. Cl A | Add 22% ($3.2M) | 0.24% | $17.7M | +147.23% | +10.46% | +36.49% | |
| EW - Edwards Lifesciences Corporation | Add 5% ($808.7K) | 0.23% | $17.6M | -13.78% | +4.75% | +30.46% | |
| CRM - Salesforce.com Inc. | Add 2% ($400.3K) | 0.23% | $17.4M | +4.23% | -10.72% | -7.31% | |
| ROP - Roper Technologies Inc. | Add 6% ($962.6K) | 0.23% | $17.1M | +27.10% | +9.25% | +12.05% | |
| AGZ - iShares Agency Bond ETF | Add 12% ($1.8M) | 0.22% | $16.8M | +3.89% | -0.73% | -2.51% | |
| MDLZ - Mondelez International Inc Cl A | Add 11% ($1.7M) | 0.22% | $16.5M | +26.30% | +10.97% | +23.49% | |
| DG - Dollar General Corp | Add 4% ($636.0K) | 0.22% | $16.4M | -45.56% | +9.28% | +3.34% | |
| NKE - Nike Inc Cl B | Reduce 2% $(302.3K) | 0.21% | $16.1M | -47.32% | -4.82% | +2.62% | |
| GSY - Invesco Ultra Short Duration ETF | Reduce 47% $(12.7M) | 0.19% | $14.2M | +16.43% | +0.01% | -0.40% | |
| BKNG - Booking Holdings Inc | Add 11% ($1.4M) | 0.18% | $13.9M | +165.16% | +8.65% | +26.12% | |
| SPGI - S&P Global Inc | Add 8% ($1.0M) | 0.18% | $13.8M | +59.89% | +18.56% | +24.63% | |
| ADBE - Adobe Systems Inc | Add 1% ($124.0K) | 0.17% | $12.5M | -26.08% | -3.16% | +5.40% | |
| CL - Colgate-Palmolive Co | Add 12% ($1.2M) | 0.15% | $11.2M | +13.26% | +5.24% | +3.85% | |
| PFE - Pfizer Inc | Add 8% ($703.6K) | 0.13% | $9.5M | -14.33% | +15.67% | +53.19% | |
| RSP - Invesco S&P 500 Equal Weight | New Purchase | 0.12% | $9.3M | +52.22% | +13.41% | +21.14% | |
| ITOT - Ishares Core S&P Total US | Reduce 3% $(282.2K) | 0.12% | $9.2M | +70.58% | +5.53% | +13.94% | |
| MA - Mastercard Inc CL A | Add 1% ($116.7K) | 0.11% | $8.6M | +78.41% | +9.18% | +14.08% | |
| JNJ - Johnson & Johnson | Reduce 4% $(336.6K) | 0.10% | $7.8M | +22.15% | +3.71% | +6.42% | |
| USB - U.S. Bancorp | Reduce 1% $(109.0K) | 0.10% | $7.8M | +29.55% | +30.47% | +30.43% | |
| JPM - J P Morgan Chase & Co | New Purchase | 0.09% | $7.1M | +153.98% | +16.31% | +15.00% | |
| LH - Laboratory Corp of America Holdings | Add 11% ($688.9K) | 0.09% | $7.0M | +49.28% | +22.75% | +24.78% | |
| TCF - TCF Financial Corporation New | New Purchase | 0.09% | $6.9M | +13.16% | |||
| PG - Procter & Gamble Co | Add 4% ($234.0K) | 0.09% | $6.8M | +34.83% | +7.02% | +26.30% | |
| NEE - NextEra Energy Inc | New Purchase | 0.09% | $6.6M | -3.99% | -10.01% | -6.45% | |
| C - Citigroup Inc | Reduce 100% | 0.00% | $0.00 | ||||
| GWPH - GW Pharmaceuticals Plc ADR | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - Nvidia Corp | Reduce 100% | 0.00% | $0.00 | ||||
| SHW - Sherwin-Williams Company | Reduce 100% | 0.00% | $0.00 | ||||