Greenleaf Trust Portfolio Holdings
Greenleaf Trust
- $10.5 Billion
- Q2 2024
Greenleaf Trust has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $10.5 Billion distributed in 792 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $6.31B, Ishares Core S&P 500 ETF with a value of $985M, Ishares Tr with a value of $201M, Apple Inc. with a value of $146M, and Microsoft Corp with a value of $145M.
Examining the 13F form we can see an decrease of $219M in the current position value, from $10.7B to 10.5B.
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
$10.5 Billion
Healthcare: $6.52 Billion
ETFs: $2.11 Billion
Technology: $632 Million
Financial Services: $326 Million
Consumer Cyclical: $232 Million
Communication Services: $215 Million
Industrials: $164 Million
Consumer Defensive: $133 Million
Other: $173 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 792
- Current Value $10.5 Billion
- Prior Value $10.7 Billion
- Filing
- Period Q2 2024
- Filing Date July 22, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 57 stocks
- Additional Purchases 429 stocks
- Sold out of 0 stocks
- Reduced holdings in 245 stocks