Greenleaf Trust Portfolio Holdings
Greenleaf Trust
- $10.9 Billion
- Q4 2024
Greenleaf Trust has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.9 Billion distributed in 806 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $6.39B, Ishares Core S&P 500 ETF with a value of $1.11B, Ishares Tr with a value of $198M, Apple Inc. with a value of $178M, and Ishares Core S&P Mid Cap ETF with a value of $145M.
Examining the 13F form we can see an decrease of $263M in the current position value, from $11.2B to 10.9B.
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
$10.9 Billion
Healthcare: $6.58 Billion
ETFs: $2.28 Billion
Technology: $686 Million
Financial Services: $392 Million
Consumer Cyclical: $266 Million
Communication Services: $237 Million
Industrials: $181 Million
Consumer Defensive: $130 Million
Other: $171 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 806
- Current Value $10.9 Billion
- Prior Value $11.2 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 36 stocks
- Additional Purchases 437 stocks
- Sold out of 0 stocks
- Reduced holdings in 277 stocks