Greenleaf Trust Portfolio Holdings
Greenleaf Trust
- $10.7 Billion
- Q1 2024
Greenleaf Trust has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $10.7 Billion distributed in 776 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $6.66B, Ishares Core S&P 500 ETF with a value of $950M, Ishares Tr with a value of $203M, Ishares Core S&P Mid Cap ETF with a value of $144M, and Microsoft Corp with a value of $131M.
Examining the 13F form we can see an increase of $1.43B in the current position value, from $9.29B to 10.7B.
Greenleaf Trust is based out at Kalamazoo, MI
Below you can find more details about Greenleaf Trust portfolio as well as his latest detailed transactions.
Portfolio value
$10.7 Billion
Healthcare: $6.86 Billion
ETFs: $2.1 Billion
Technology: $545 Million
Financial Services: $325 Million
Consumer Cyclical: $242 Million
Communication Services: $191 Million
Industrials: $170 Million
Consumer Defensive: $131 Million
Other: $168 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 776
- Current Value $10.7 Billion
- Prior Value $9.29 Billion
- Filing
- Period Q1 2024
- Filing Date April 29, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 50 stocks
- Additional Purchases 316 stocks
- Sold out of 0 stocks
- Reduced holdings in 361 stocks